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Aug 26, 2024
August 26th, 2024 - The time has come for rate cuts. Good or bad ?
We can now safely assume that the major economies' interest rates are on a declining path, except for Japan . The Swiss National Bank has...
Aug 19, 2024
August 19th, 2024 - Cabin crew, Prepare for landing.
Financial markets changed their minds on the US economy several times in the last three weeks . From the sudden scare for an imminent...
Aug 12, 2024
August 12th, 2024 - Stay safe (and sane) in volatile times.
In our last weekly review in mid-July we said that volatility has remained abnornally low, positioning is very stretched and the summer...
Jul 15, 2024
July 15th, 2024 - Time to recharge our batteries.
The time has come for the summer break and this will be the last weekly review until the 12th of August. Last year, around the same part...
Jul 8, 2024
July 8th, 2024 - Are consumers (and economies) reaching their limits ?
The central bankers believe that they can engineer a "soft landing" of the economies while pushing inflation to below 2%. Hence they have...
Jul 1, 2024
July 1st, 2024 - A hot month ahead.
July is traditionally a friendly month for risky assets. But with French and UK elections entering the center-stage, not to mention the...
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