05 décembre 2023 « La réalité a souvent dépassé la fiction » Les Saoudiens rachètent la franchise de la Ligue des Champions. Un outsider...
30 novembre 2023 Les ‘Magnificent 7’ resteront-ils une force motrice du S&P 500 ? La plupart des grandes banques américaines, y compris leurs gestionnaires d...
27 novembre 2023 Housing shortage: high prices, less growth Skyrocketing mortgage rates and astronomical house prices make it almost...
20 novembre 2023 Inflation and AI in focus at IO Outlook event on 30 November Investment Officer is organising an event on 30 November at the H’ART Museum in...
20 novembre 2023 Euphoria! Let me begin by stating my agreement that the Federal Reserve is unlikely to...
13 novembre 2023 Yield curve: the unchallenged prophet of future interest rates Predicting future interest rates is a favorite activity among economists and...
08 novembre 2023 Make America Great Again 2.0 In a thought-provoking piece from May 2018, I penned a commentary here titled...
30 octobre 2023 Where is the next Silicon Valley Bank? Interest rates are shooting up and in some cases have reached the highest levels...
27 octobre 2023 Private credit seen as less attractive than public After a dismal third quarter, bond investors are once again turning their...
24 octobre 2023 Ten old and ten new safe havens US 10-year yields have risen above 5 per cent. As a result, earnings yield - the...
