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12 September, 2022 - The ECB slams on the accelerator
The ECB raised interest rates by 75bps to 0.75% and left a hawkish message at the press conference. After the FED rattled markets at the...
Sep 12, 2022


5 September, 2022 - The bears are back (until they leave soon again).
August proved to be a brutal month for investment portfolios. All major asset classes moved lower, same as it happened in June. Global...
Sep 5, 2022


29 August, 2022 - September is beautiful (but tricky for markets).
September has historically been the worst month for equities, but this is no reason on which to base an investment decision to sell. We...
Aug 29, 2022


Charts of the Day - Who will be the winner of the 20s ?- August 23, 2022
It is very easy, almost human nature, to extrapolate to the future the most recent experience, whether good or bad. Good times will never...
Aug 23, 2022


22 August, 2022 - All eyes on Jackson Hole, Wyoming, USA.
Equity markets lost ground for the first week after four weeks of gains, with Nasdaq performing the worst, with a 2.5% drop, and Swiss...
Aug 22, 2022


15 August, 2022 - Is the FED really going to slow down?
The "peak hawkisness" theme, which we explained last week, gained further ground, among the investment community. Inflation data gave the...
Aug 15, 2022
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