Publications

October 14th, 2024 - There are tricky paths ahead for markets.

Financial markets are currently pricing the "best-of-all-worlds" scenario, or to use a cliché, the "Goldilocks" scenario . Equities are...

Oct 14, 2024

Investors continued celebrating the "resurrection" of China and good news on the state of the US economy gave equities a further push...

Oct 7, 2024

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

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

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

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