201801.11
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Investment View Q1 2018

At the moment, the Bull market still seems to have some steam left to run its course. However, investors should be very prudent when central banks decide to become “silent” killers of liquidity. We believe the withdrawal of liquidity (QT) by the Fed is so huge that it should negatively impact bond yields in USD….

201801.08
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Inside Track – December 2017

This month’s topics: In 2018, inequality will be by far the greatest socio-economic issue. In the short term, Trump’s $1.5tr tax cut will energize the US economy by boosting GDP growth, with two immediate consequences in 2018. Three recent developments support the argument that EU cohesion will strengthen. Brexit and Macron are powerful examples of…