Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
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2022: False start for U.S. equities
The year is just started but 2022 has not been good so far for U.S. stocks. The S&P 500, and especially the Nasdaq, are negative YTD, and among the...
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The week of the Central Banks: expectations, surprises and reactions
This week has been crucial for markets. Because some of the most important central banks released their monetary policy expectations for next year
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Value Rotation Is Here Again
A tough start, the new year has not started very well, especially for some asset classes.In the first days of the year, the 10-Year Treasury Yield...
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