August 19th, 2024 - Cabin crew, Prepare for landing.
Financial markets changed their minds on the US economy several times in the last three weeks . From the sudden scare for an imminent...
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Aug 12
August 12th, 2024 - Stay safe (and sane) in volatile times.
In our last weekly review in mid-July we said that volatility has remained abnornally low, positioning is very stretched and the summer...
Jul 8
July 8th, 2024 - Are consumers (and economies) reaching their limits ?
The central bankers believe that they can engineer a "soft landing" of the economies while pushing inflation to below 2%. Hence they have...
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