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20 February, 2023 - Higher interest rates for longer.
The slower drop in inflation and hawkish central bank comments, was the cocktail for the bond market to undergo another repricing last...
Feb 18, 2023


13 February, 2023 - A winter that was not (yet).
Winter has not arrived yet in most parts of Europe, literally and metaphorically. As we experience unusual sunny conditions and a mild...
Feb 13, 2023


6 February, 2023 - Are we slowing down or not ?
The week ended with big question marks, leaving investors happy but confused. The main theme coming into this year was the potential...
Feb 5, 2023


30 January 2023 - Back to central bank action.
The FED and the ECB are meeting this week to decide one more interest rate increase. The market has already gathered enough information...
Jan 30, 2023


23 January 2023 - Happy New (Chinese) Year !
China is celebrating this week its new lunar Year, which belongs to the Rabbit. The rabbit is the fourth animal in the Chinese zodiac. In...
Jan 23, 2023


16 January 2023 - Lower inflation brings joy.
Global food prices are dropping to levels below the end of 2021. According to the FAO (Food and Agriculture Organization of the United...
Jan 16, 2023
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