June 5, 2023 - Will the US lose its AAA rating (again) ?
A catastrophic event has been averted, with the last minute agreement on the US debt ceiling. The bill passed both chambers of the...
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May 22, 2023
May 22, 2023 - Climbing the "wall of worry" .
Equities continued their rebound from the March lows, climbing a "wall of worry". This is a well-known expression in our profession,...
May 8, 2023
May 8, 2023 - Confusing markets call for cautious steps.
Financial markets are currently pricing completely different scenarios than the data or the central banks are telling us. The US bond...
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