Another way to appreciate the fundamental ‘change of regime’ that is shaking the markets throughout the world. Economic policies...
The spike of earnings that hides behind the recent equity run-up has a lot to do with peculiar business...
Equity valuation has been a hot topic of late. Rightly so. The Big Picture drew our attention on this...
The latest World Economic Outlook of the IMF has just been issued. Low inflation is in the air ......
China and the Fed Our macro-credit radar is flashing red again. Interestingly enough, this happens at the crossroad of...
Further market developments following the flow of taper guidance issued recently … this time by the Bank of England....
The European Central Bank provides additional guidance about its own version of monetary policy tapering, almost live from the...
In this post we take a closer look at the recent dynamics of the USD. Relative expectations and economic...
The Wall Street Journal digs into the recent equity valuation boost foreseen in our previous note. Beware however, the...
