Mar 18Weekly reviewMarch 18, 2024 - Are we going to party like it is 1999 ?Our readers with a long history in investments will remember the steep rally of equity markets in the mid-90s that culminated to the...
Mar 11Weekly reviewMarch 11, 2024 - "When doves cry (out)".With our reference to the famous 1984 song by Prince, we wish to highlight the dose of dovishness we received last week by the the...
Mar 4Weekly reviewMarch 4, 2024 - Are we getting closer to interest rate cuts ? March was supposed to be the month of the first interest rate cut in the US and in Europe. But given the latest macroeconomic data, as...