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The tariff endgame is nearing.
July 14th, 2025 For those familiar with chess, they know that at some point the game will have to enter its final phase , the endgame....
Jul 14


Markets are entering a tricky part of the year, at full speed.
July 7th, 2025 Financial markets are currently at an important crossroads. The US main indices have just registered a record high, only...
Jul 7


The big, big spenders.
June 30th, 2025 For those of a certain age, the tune of the "Big Spender" song must have emerged into their minds, as they were reading...
Jun 30


June 23rd, 2025 - The rotation into euro assets can continue.
As we approach the end of the first half, Eurozone equities continue to perform significantly better than their US peers . The region's...
Jun 23


June 16th, 2025 - Is a turbulent summer ahead of us ?
After a rollercoaster first half, investors would be looking forward to a few weeks of relative calm in the markets , while they sip...
Jun 16


May 26th, 2025 - The "bond vigilantes" are circling the US market.
In the wild west, the vigilantes took enforcement of the law in their own hands, due to the absence or the inability of authorities to...
May 26
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