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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


9 January 2023 - A happy (?) new year.
A new year and new hopes have arrived. European equities rose by almost 5% on average for the first week of the year, with France leading...
Jan 9, 2023


Final (investment) thoughts as 2022 goes away.
We should avoid "cognitive inertia". Psychologists use this term to describe the human tendency to stick to the "status-quo" and resist...
Dec 22, 2022
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