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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.". . . . Read More

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.. . . . Read More

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.. . . . Read More

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. . . . Read More

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. . . . Read More