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Bye-Bye Murphy?
Date: 26 January, 2023
Murphy's law is an adage or epigram that is typically stated as: "Anything that can go wrong will go wrong.". . . .
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Equities. 2023 should be supportive
Date: 9 January, 2023
2023 should be supportive Inflation is falling. Normal, it was mainly due to the Covid disruptions and the energy crisis.. . . .
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Currencies. Awakening of China
Date: 15 December, 2022
Awakening of China The USD reigned supreme in 2022, driven by the Fed most aggressive tightening cycle since the 1980s.. . . .
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Currencies. The balance of risks is shifting
Date: 24 November, 2022
The USD declined sharply over the past days, following the softer than expected October inflation data. Bond yields moved down. . . .
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Fixed income. Another jumbo hike but the “step down” is coming
Date: 10 November, 2022
Another jumbo hike but the “step down” is coming No surprise from the Fed which raised Fed Funds for a. . . .
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