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Equities. The technological war begins and it will last

Date: 20 December, 2018

The technological war, launched by the United States vis-à-vis China, is still in its infancy and is bipartisan (Republicans and. . . . Read More

Better bend than break

Date: 13 December, 2018

Populism now threatens Europe, thanks to active crusaders Populist parties are dreaming of transforming these elections into "a referendum between. . . . Read More

Equities. A theme for 2019: 5G

Date: 13 December, 2018

The launch of 5G is imminent in the United States, South Korea, China and Japan, from 2019. Later in Europe.. . . . Read More

Quality First!

Date: 13 December, 2018

Higher macro volatility spells lower visibility OECD leading indicators weakened over last summer with almost total indifference. The flamboyant US. . . . Read More

Currencies. Has US core inflation already peaked?

Date: 22 November, 2018

US inflation bounced back in October, with the largest monthly gain since January, as widely expected. On a year-over-year basis,. . . . Read More