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

Upheaval of geopolitical tectonic plates

Date: 13 October, 2022

Sino-American tensions were very high with Donald Trump, but the Covid, then the Russian invasion of Ukraine, definitively and permanently. . . . Read More

Equities. A complex situation, but with opportunities

Date: 6 October, 2022

The S&P 500 is in an oversold position (MACD) and the Bollinger lines are moving apart It would become interesting. . . . Read More