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June 10, 2024 - The first rate cuts are here, what happens next ?
The ECB delivered its first rate cut, as widely expected, to bring the deposit rate to 3.75%. This follows the similar Swiss National...
Jun 10, 2024


June 3, 2024 - The interest rates discussion is back to haunt us.
With the Q1 corporate results out of the way and the hangover from the AI party kicking in, the focus is now back on the macro-economic...
Jun 3, 2024


May 27, 2024 - Summer is approaching, with too much complacency.
We are entering the first month of the summer, with equity markets at or around their record highs. At the beginning of this month we...
May 27, 2024
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