Equities. A theme for 2019: 5G

Date: 13 December, 2018

The launch of 5G is imminent in the United States, South Korea, China and Japan, from 2019. Later in Europe.. . . . Read More

Quality First!

Date: 13 December, 2018

Higher macro volatility spells lower visibility OECD leading indicators weakened over last summer with almost total indifference. The flamboyant US. . . . Read More

Currencies. Has US core inflation already peaked?

Date: 22 November, 2018

US inflation bounced back in October, with the largest monthly gain since January, as widely expected. On a year-over-year basis,. . . . Read More

Fixed income. Draghi optimism reflects his wish to end net purchases

Date: 21 November, 2018

Draghi delivered a positive economic outlook. While some surveys have been somewhat weaker, the incoming data still suggest a continuation. . . . Read More

Oil. Sudden reversal on oil prices

Date: 1 November, 2018

A few weeks ago, investors expected a price of Brent at $ 100 a barrel, due to  upcoming US sanctions. . . . Read More