Latest News

TV streaming is boiling

Date: 18 April, 2019

Friday, the share price of Disney rose by 11.5% and that of Netflix fell by 4.5%. Disney+, Disney's streaming TV,. . . . Read More

The worst season of earnings publication for three years begins

Date: 11 April, 2019

Factset has revised downward the decline in profits of the S&P 500 from -3.7% to -4.2% for the first quarter. . . . Read More

The drivers of US yields’ collapse  are vanishing

Date: 4 April, 2019

There has always been a close negative correlation between manufacturing PMI and the US 10-year yield as the Treasury has. . . . Read More

Germany under siege

Date: 28 March, 2019

¨Postwar Germany abandoned military-based power politics and foreign adventurism and concerned itself primarily with economic development¨. Project Syndicate. Feb 2019. Fischer. . . . Read More

Reflation, yes. Remake from 2016/7, no!

Date: 25 March, 2019

The macroeconomic and market context shows interesting similarities with 2016. Weakening economic conditions, high volatility of risky assets and raw. . . . Read More