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May 19th, 2025 - US government bonds are not so safe any more.
In yet another blow to the "US supremacy theme", Moody's removed the AAA rating from the US government bonds . They are now rated Aa1 and...
3 days ago


May 12th, 2025 - The "S" beast could be around the corner.
The term "stagflation" comes from merging the words stag nation and in flation . It is perhaps the worst case scenario for any economy...
May 12


May 5th, 2025 - Sell in May, but stay around.
Financial markets love decades-long adages and the " Sell in May and go away " is one of them . The history behind it is that...
May 5


April 28th, 2025 - Can the bull market restart ?
Markets showed some signs of life and who the real "boss" is. It seems to us that Trump has found his match, none other than the...
Apr 28


April 14th, 2025 - "Sell America" was the response of the markets to Trump.
We had highlighted a while ago the potential risk of a mass exodus from the US markets, if President Trump pushes too hard . To give our...
Apr 14


April 7th, 2025 - US: The Fall from Grace.
The long-standing US exceptionalism has started to being questioned. The country which has excelled in technological and scientific...
Apr 7
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