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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


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...
Aug 19, 2024
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