Let The Macro Polar Stars Guide You
Powell’s remarks in the Wall Street Journal interview this week were quite interesting, and markets seem to have noticed: we have seen quite some...
586 Views
Earnings: are positive surprises over?
The rebound in the second half of March it has already been forgotten by the market. The principal equity indices are going down again, and the...
514 Views
Has Your Portfolio Realized That The Money Printer is Out of Order?
‘‘There are no gurus. There are only cycles.’’ Michael Gayed The money printer is out of order in 2022. Actually, we are even looking at BRRRR...
381 Views
The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?
I am not sure everybody has grasped yet how important was the message Jerome Powell sent yesterday during the FOMC press conference.
422 Views
Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
401 Views