31 octobre 2022 Is the German economic model faltering? Despite ominous forecasts, the German stock market is also participating...
25 octobre 2022 ‘Climate, not inflation, is today’s biggest challenge’ The future has never been more uncertain, and that has more to do with the...
24 octobre 2022 Chart of the week: inflation drives lower, not higher profits Corporate profits will not fall even if economic growth declines, because of...
20 octobre 2022 The effect of inflation on corporate earnings The big difference between bonds and equities is that cash flows in bonds are...
19 octobre 2022 ‘Gamechanging’ gives private loan markets distressed moments The private loan market is being revalued. Risks are becoming more expensive and...
17 octobre 2022 Pimco: ‘Equity valuations look unreliable’ Equity markets are still overvalued despite the deep declines we have seen this...
17 octobre 2022 Chart of the Week: What’s in store for bonds The ISM Manufacturing Index is not only an important indicator of future growth...
12 octobre 2022 ‘If interest rates peak in six months, now is the time to act’ Many investors are on the fence about re-entering the badly battered bond market...
30 septembre 2022 Analysis: no end in sight to euro weakness Panic appears to rule the world's most liquid financial market, the foreign...
27 septembre 2022 ‘Capital markets are in complete disarray’ “Capital markets are in complete disarray and we are detecting structural...
