INSIGHTS

After indicating at Jackson Hole downward adjustments to interest rates were on the cards, the choice of Chairman Powell to go for a -0.50% Fed.

September 2023, the narrative on US interest rates was pointing to 10year Treasuries heading for the 5%+ mark. Motivated by a well know financier, this

The beginning of August 2024 saw the biggest Japanese Stock Market draw-down seen in decades. To blame: the famous Yen Carry Trade. To give readers

On July 7th, the French chose electoral uncertainty. With no clear majority, the French President, Mr Macron, can only hope for an administrative government to

Fixed Income can be considered as the tortoise of the investment world, with a limited price volatility and a regular return stream. Nothing to write

We can ponder as to the economic resilience, together with higher stickier inflation appearing in the American statistics. Most probably, these are carried by past