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October 23, 2023 - Markets must soon decide what to be afraid of.
The investment environment is complex again and decision making is clouded by military conflicts, rising interest rates and high consumer...
Oct 23, 2023


October 16, 2023 - Another October, another market low in place ?
It feels strange writing about market anniversaries and potential lows, when a military conflict is under way. But it was the 14th of...
Oct 16, 2023


October 9, 2023 - When will the "bond vigilantes" be stopped ?
The phrase “bond vigilantes” was coined four decades ago, by Ed Yardeni, of Yardeni Research and has become since then very familiar in...
Oct 9, 2023


October 2, 2023 - "Wake me up when September ends".
* The title refers to the famous song by Greenday. As feared one month ago, September proved to be a "brutal" month for investors....
Oct 2, 2023


September 25, 2023 - Reached the peak, but planning to stay there for long.
The message from the last round of central bank meetings was almost uniform. After the fastest and most aggressive interest rates hike...
Sep 25, 2023


September 18, 2023 -Oops, they did it again.
The ECB managed to surprise markets with a "dovish hike". It raised interest rates again by 25bps, against expectations that they would...
Sep 18, 2023
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