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December 11, 2023 - Can the Japanese spoil our Christmas ?
Equity and Bond markets continue to move higher, as the prevailing theme is that central banks will start cutting interest rates next...
Dec 11, 2023

December 4, 2023 - A "soft-landing" could be more of a dream than reality.
Whether you are on a plane or a parapente, you always dream of a soft landing. And this is exactly what the central banks, the markets...
Dec 4, 2023

November 27, 2023 - While we were "Blackfriday-ing", virologists were busy.
ProMed issued a notification late on Tuesday detailing a reported epidemic of “undiagnosed pneumonia” in children in northern China, and...
Nov 27, 2023

November 20, 2023 - Bonds are equities' best friend (until they are not).
Bonds continued to rally and equities followed suit. This positive correlation, in both upward and downward moves, has been in place...
Nov 20, 2023

November 13, 2023 - Can they sour our Christmas mood ?
Late on Friday, the US government debt outlook was downgraded by Moody's to negative, while the AAA rating was maintained for now. This...
Nov 13, 2023

November 6, 2023 - Santa came early this year.
A "Santa rally " has come early and it is very welcome. Our cover story two weeks ago was "another October, another low in place?" and...
Nov 6, 2023
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