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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


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
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