Publications

Oct 21

October 21st, 2024 - Have European consumer names bottomed ?

The previous exuberance has turned into utter avoidance for European consumer stocks . During the pandemic, consumers could basically do...

Oct 14

October 14th, 2024 - There are tricky paths ahead for markets.

Financial markets are currently pricing the "best-of-all-worlds" scenario, or to use a cliché, the "Goldilocks" scenario . Equities are...

Oct 7

October 7th, 2024 - Sentiment is improving despite the precarious times.

Investors continued celebrating the "resurrection" of China and good news on the state of the US economy gave equities a further push...

Sep 30

September 30th, 2024 - China finally took the "bazooka" out.

No, China did not invade Taiwan, but its government and central bank in coordination, finally decided to act and act big to save the...

Sep 23

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 16

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...