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September 30th, 2024 - China finally took the "bazooka" out.
No, China did not invade Taiwan, but its government and central bank in coordination, finally decided to act and act big to save the...
Sep 30, 2024


September 23rd, 2024 - Bonds and equities could soon "part ways".
Interest rate cuts are good for companies and the consumers, and consequentially for the economies . So it is with great pleasure that...
Sep 23, 2024


September 16th, 2024 - What happens next is anybody's guess.
US equities investors enjoyed the best week of 2024, after having just experienced the worst week of the last few years . The S&P500 rose...
Sep 16, 2024


September 9th, 2024 - Who let the bears out ?
What a difference a week makes ! We had highlighted in the previous weekly review that equity markets should not move to new highs...
Sep 9, 2024


September 2nd, 2024 - Markets should now move into a "sit-and-wait" mode.
We are possibly entering a period of consolidation for financial markets, until the next catalyst . After the scary sell-off in early...
Sep 2, 2024


August 26th, 2024 - The time has come for rate cuts. Good or bad ?
We can now safely assume that the major economies' interest rates are on a declining path, except for Japan . The Swiss National Bank has...
Aug 26, 2024
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