Weekly review 2/38

Publications

Sep 9

September 9th, 2024 - Who let the bears out ?

What a difference a week makes ! We had highlighted in the previous weekly review that equity markets should not move to new highs...

Sep 2

September 2nd, 2024 - Markets should now move into a "sit-and-wait" mode.

We are possibly entering a period of consolidation for financial markets, until the next catalyst . After the scary sell-off in early...

Aug 26

August 26th, 2024 - The time has come for rate cuts. Good or bad ?

We can now safely assume that the major economies' interest rates are on a declining path, except for Japan . The Swiss National Bank has...