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20 March, 2023 - A crisis has been avoided for now. Recession maybe not.
Central banks and large private banks have come to the rescue. As rumors and speculators attacked Credit Suisse (which remains a well...
Mar 18, 2023


13 March, 2023 - US banks: one more reason to worry about (?).
The US financial sector was at the spotlight at the end of the week. It all started with the announcements by SVB (Silicon Valley Bank)...
Mar 13, 2023


6 March, 2023 - Macroeconomic uncertainty continues to puzzle investors.
Inflation and central banks' intentions continued to dominate the markets' collective mind, while at the same time trying to forecast the...
Mar 6, 2023


27 February, 2023 - Will peace be given a chance ?
We have already reached one year from the day that Russia invaded Ukraine. There are very few signs that a peace deal could arrive any...
Feb 27, 2023


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
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