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Fixed income. Wait until 2024
Date: 24 September, 2020
The Fed has unsurprisingly left its monetary policy unchanged. There was no universal agreement on this though. Kaplan and Kashkari. . . .
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The discovery of a vaccine and its commercialization, a long and difficult river
Date: 18 September, 2020
Finding a reliable vaccine takes between 6 and 8 years. With the pandemic, it took only 6 months to start. . . .
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EM currencies are lagging in all market conditions
Date: 11 September, 2020
It seems like we are back where we were at the beginning of the year Investors could be tempted to. . . .
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Yuan mini bang
Date: 7 September, 2020
China has been preparing the de-anchoring and the internationalization of its currency since a decade. The glamorous - and controversial. . . .
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The Fed keeps its powder dry
Date: 28 August, 2020
The July 29th FOMC minutes indicate some concern over the state of the economy. This was due to the renewed. . . .
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