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A 1st semester-end rally before correction resumes?

Date: 30 June, 2022
A rally was justified last week: oversold indices, historically low investors’ sentiment indicators and a first half of the year. . . . Read More

Fixed income. European fragmentation

Date: 23 June, 2022
European fragmentation The SNB took the lead by surprisingly raising rates by 50bps to counter inflationary pressures which reached their. . . . Read More

Put away your make up

Date: 14 June, 2022
The metamorphosis of inflation The pandemic has profoundly disrupted economies over the past two years. And it is not over. . . . Read More

Sales of electric cars are breaking records, but the lack of metals are looming

Date: 2 June, 2022
Sales of electric cars are breaking records, but the lack of metals are looming Sales of electric cars doubled in. . . . Read More

The war in Ukraine gives a strong boost to the European energy transition with the REPowerEu

Date: 25 May, 2022
The reduction in European imports of Russian oil, gas and coal and the total shutdown (to be seen!) within 2. . . . Read More
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