Nov 14, 2022Weekly review14 November, 2022 - Who let the bulls out ?Global equity markets rallied to the highest level since mid-September. The first tangible confirmation of a potential peak in FED's...
Nov 7, 2022Weekly review7 November, 2022 - Unemployment is destined to rise.The US labor market showed a mixed picture in October, but overall the deterioration is now becoming a trend. The non-farm payrolls were...
Oct 31, 2022Weekly review31 October, 2022 - A really nice treat for this Halloween. Investors received a nice treat last week, as both bond and equity markets moved higher. The scenario of "peak-hawkishness" that we have...