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17.07.2022

WEEKLY MARKET FLASH - 17.07.2022

A reassuring stance on inflation, for the long term

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10.07.2022

WEEKLY MARKET FLASH - 10.07.2022

No shortage of surprises, or volatility ahead.

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03.07.2022

WEEKLY MARKET FLASH - 03.07.2022

Are central banks making a notorious policy mistake?

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19.06.2022

WEEKLY MARKET FLASH - 19.06.2022

The price to pay for the delay

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12.06.2022

WEEKLY MARKET FLASH - 12.06.2022

Will the ECB's hawkishness turn out to be premature?

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05.06.2022

WEEKLY MARKET FLASH - 05.06.2022

A (very) weak inflation-growth-response mix

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29.05.2022

WEEKLY MARKET FLASH - 29.05.2022

Will the Fed stop fighting inflation "at any cost"?

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22.05.2022

WEEKLY MARKET FLASH - 22.05.2022

Can anything go well in the coming months?

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15.05.2022

WEEKLY MARKET FLASH - 15.05.2022

Will Europe continue to outperform?

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08.05.2022

WEEKLY MARKET FLASH - 08.05.2022

When will the Fed break its cycle?

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01.05.2022

WEEKLY MARKET FLASH - 01.05.2022

Bracing for a difficult few months

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24.04.2022

WEEKLY MARKET FLASH - 24.04.2022

Facing a fragile market

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10.04.2022

WEEKLY MARKET FLASH - 10.04.2022

Is the economy strong enough?

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10.04.2022

WEEKLY MARKET FLASH - 10.04.2022

Is the economy strong enough?

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03.04.2022

WEEKLY MARKET FLASH - 03.04.2022

Back to a macro dominated world

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27.03.2022

WEEKLY MARKET FLASH - 27.03.2022

Will things get worse (before getting better)?

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20.03.2022

WEEKLY MARKET FLASH - 20.03.2022

Cautious on the recovery rally

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13.03.2022

WEEKLY MARKET FLASH - 13.03.2022

Getting used to volatile markets...

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06.03.2022

WEEKLY MARKET FLASH - 06.03.2022

Focusing on the short end

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27.02.2022

WEEKLY MARKET FLASH - 27.02.2022

Short covering supports market rally

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20.02.2022

WEEKLY MARKET FLASH - 20.02.2022

A tough, but transitional, environment for risky assets

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13.02.2022

WEEKLY MARKET FLASH - 13.02.2022

The Fed paradox

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06.02.2022

WEEKLY MARKET FLASH - 06.02.2022

Calling for caution

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30.01.2022

WEEKLY MARKET FLASH - 30.01.2022

Will value stocks continue to outperform?

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23.01.2022

Weekly Market Flash - 23.01.2022

Fed, earnings and geopolitics test markets

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16.01.2022

WEEKLY MARKET FLASH - 16.01.2022

Central Banks grow increasingly impatient with rates

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31.12.2021

WEEKLY MARKET FLASH - 31.12.2021

Embracing the unknown (as we head to herd immunity)

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12.12.2021

WEEKLY MARKET FLASH - 12.12.2021

Is the market ready to absorb accelerated tightening?

 

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05.12.2021

WEEKLY MARKET FLASH - 05.12.2021

Time to withdraw the "transitory" term

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28.11.2021

WEEKLY MARKET FLASH - 28.11.2021

Will history repeat itself linearly?

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21.11.2021

WEEKLY MARKET FLASH - 21.11.2021

Growth outpaces value as Covid fears return

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14.11.2021

WEEKLY MARKET FLASH - 14.11.2021

The great inflation shock

 

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31.10.2021

WEEKLY MARKET FLASH - 31.10.2021

Cnetral banks, onece again, adapt to markets

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24.10.2021

Weekly market flash - 24.10.2021

Collapsing real rates support equities

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17.10.2021

WEEKLY MARKET FLASH - 17.10.2021

Is inflation no longer temporary?

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10.10.2021

WEEKLY MARKET FLASH - 10.10.2021

Is being long energy the best hedge?

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03.10.2021

Weekly Market Flash - 03.10.2021

An environment for cautious yet opportunistic positioning

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26.09.2021

Weekly Market Flash - 26.09.2021

Preparing for global tightening

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19.09.2021

Weekly Market Flash - 19.09.2021

Is good news for the economy bad for equities?

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12.09.2021

Weekly Market Flash - 12.09.2021

Is a correction likely ahead of the year-end rally?

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05.09.2021

Weekly Market Flash - 05.09.2021

Fed: Choosing growth over inflation

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01.08.2021

Weekly Market Flash - 01.08.2021

Are China’s actions desirable?

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25.07.2021

Weekly Market Flash - 25.07.2021

Buy-the-dip lends support to stocks.

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18.07.2021

Weekly Market Flash - 18.07.2021

Will we see a summer correction?

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11.07.2021

Weekly Market Flash - 11.07.2021

Further volatility, and opportunity, incoming.

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04.07.2021

Weekly Market Flash - 04.07.2021

Does China’s equity recovery remain in doubt?

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27.06.2021

Weekly Market Fla