Latest News

Boris blazes, while UK outlook worries

Date: 27 February, 2020

God, politics is fickle The tide has turned well since the fall of 2019. British Prime Minister Johnson is no. . . . Read More

Bank of Russia admits local real rates are too high

Date: 13 February, 2020

Bank of Russia delivered the expected 25bps key rate cut to 6.0%. The cut was not a huge surprise given. . . . Read More

Indices follow their consolidation plan

Date: 6 February, 2020

Since mid-January, indices have been in consolidation mode The trigger was the coronavirus and its impact on the Chinese and. . . . Read More

Equities. Still some time for Netflix

Date: 30 January, 2020

Netflix has released higher than expected results and international new subscribers, but guidance remains cautious with the threat of new. . . . Read More

Currencies. Markets question the SNB credibility

Date: 23 January, 2020

It is remarkable how the CHF has strengthened since the December SNB meeting despite fading political risks. One interpretation is. . . . Read More