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2 May 2022 - Could the FED meeting spark a rally ?
The « last man standing » or in other words the big Technology companies in the US finally cracked. What had become a weakening trade...
May 1, 2022


25 April 2022 - Time to pause and reflect
Equity markets struggled for a third straight week, led by the US and Nasdaq. Perversely, in a week of a, seemingly, risk-off...
Apr 24, 2022


11 April 2022 - Waiting for the spring
Equity markets were mixed and volatile last week, much as the weather in April for most of central Europe. After a horrible March for...
Apr 10, 2022


4 April 2022 - Interest rates debates are back
Equity markets consolidated close to their recent highs, with Europe out-performing the US and China extending its recovery. It was a...
Apr 3, 2022


28 March 2022 - Lessons from the 1970s
US equity markets moved higher against a backdrop of rising bond yields, as the local markets managed to recapture some significant...
Mar 29, 2022


21 March 2022 - China's Covid, a war and Central Banks raising rates: still a rally
Global equities continued their ascent and are now mostly trading above the levels of the day the war started. It is remarkable that this...
Mar 21, 2022
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