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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Investors bought the dip, once again
Just few days ago everyone seemed terrified of the arrival of the Omicron variant, and investor rapidly turned defensive, selling risky assets and...
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TPW Advisory Friday Musings: Risks as I See Them
I have been consistently vocal in my bullish outlook for risk assets for much of the past two years. Of course, I have tried to pay attention to...
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Tale of Two Markets - Asia & USA
We often get asked to compare the quantum, source and quality of the return from the US market and the return from Asian markets (River Valley...
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Revisiting Trump's 100 Days in Office
As Donald Trump completes his first 100 days in office as president, it is worth looking at what it has meant for the US economy and Global...
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