Dec 4, 2023Weekly reviewDecember 4, 2023 - A "soft-landing" could be more of a dream than reality. Whether you are on a plane or a parapente, you always dream of a soft landing. And this is exactly what the central banks, the markets...
Nov 27, 2023Weekly reviewNovember 27, 2023 - While we were "Blackfriday-ing", virologists were busy. ProMed issued a notification late on Tuesday detailing a reported epidemic of “undiagnosed pneumonia” in children in northern China, and...
Nov 20, 2023Weekly reviewNovember 20, 2023 - Bonds are equities' best friend (until they are not). Bonds continued to rally and equities followed suit. This positive correlation, in both upward and downward moves, has been in place...