Publications

July 3, 2023 - Can good news start being bad news ... ?

Good news are usually good news, but when it comes to the fight of inflation, they could start be interpreted by financial markets as...

Jul 3, 2023

Central banks keep "playing tough", while we are still receiving data of further deterioration in the economies. And although the FED was...

Jun 26, 2023

Considering the information and data we received last week and looking back to this period a few months for now, perhaps it will have...

Jun 19, 2023

What caught the media's attention this week is that the S&P500 is now 20% higher than its October 2022 low. Historically, this magic...

Jun 12, 2023

A catastrophic event has been averted, with the last minute agreement on the US debt ceiling. The bill passed both chambers of the...

Jun 5, 2023

Monday 29th is a public holiday in Switzerland and there will be no Weekly review. Instead we are sending this brief note to highlight...

May 26, 2023