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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


September 11, 2023 - When Apple sneazes, the markets catch a cold.
It is very rare (apart from periods of global crisis) that Apple shares lose 8% of their value in just two days. And when this happens to...
Sep 11, 2023
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