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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, 2025


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, 2025


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, 2025


May 19th, 2025 - US government bonds are not so safe any more.
In yet another blow to the "US supremacy theme", Moody's removed the AAA rating from the US government bonds . They are now rated Aa1 and...
May 19, 2025


May 12th, 2025 - The "S" beast could be around the corner.
The term "stagflation" comes from merging the words stag nation and in flation . It is perhaps the worst case scenario for any economy...
May 12, 2025


May 5th, 2025 - Sell in May, but stay around.
Financial markets love decades-long adages and the " Sell in May and go away " is one of them . The history behind it is that...
May 5, 2025
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