
Newsletter - “The race for vaccines a sprint or a marathon"
The markets were driven in January by hopes for the rapid rollout of vaccination campaigns and by the double Democratic victory in Georgia The new…
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Newsletter - The dusk of 2020 gives way to the dawn of 2021
The yearend featured a series of positive announcements, including a Brexit deal between the European Union and the UK, an agreement in the US between…
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Newsletter - “Neither blue, nor red, but violet”
Investor enthusiasm was dampened in October as the coronavirus pandemic took a rapid turn for the worse and social distancing measures were stepped…
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Newsletter - "Deficits, MMT and inflation”
Investor sentiment has been undermined by localised lockdown measures (in the UK, Madrid, and some French cities), fears on whether the recovery will…
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Newsletter - "Controversial elections"
With the pandemic now under greater control,but still with us, the economy is sending out encouraging signs of recovery.
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Newsletter - "Gold glitters"
The world is suffering a sudden and unprecedented crisis that has brought forth massive responses from governments and central banks.
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Newsletter - Breaking records
Equity markets turned in their best quarterly performance in more than 20 years, even as we are clearly going through one of history’s worst…
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Newsletter - " The worst is behind us"
The major economies have bottomed out or are close to doing so Manufacturing activity is still poor on the whole, but is contracting at a slower pace…
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Newsletter - « Recession by prescription»
"Quarantines have laid low the global economy, and the outlook will continue to weaken..."
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Newsletter - Is a corona bear market rearing its ugly head?
From a public health emergency to the threat of a credit crunch: deflationary pressures are worsening in the short term, with the added risk of a…
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Newsletter - Antifragile
The month of January was rich in extra financial events of an unpredictable nature with a potentially high impact for investors escalation between the…
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