Macro

2021: First Quarter Wrap Our 2020 Last Quarter wrap suggested a mantra for 2021: “don’t chase the market – let it […]

2020 has come to a close. To all our readers we hope you have crossed it without any long-lasting scars.

Starting with the U.S.: Low interest rates for the next 2-3 years. The Federal Open Market Committee (FOMC) in its

Starting with the U.S.: The Fed wants to (and is) keeping control… The last quarter was all about the Fed

Starting with the U.S.: A recession is on the cards… It is amazing how quickly the outlook has changed –

Starting with the U.S. – The Goldilocks Year… Our 2018 year-end macro wrap hinted at the U.S. entering a “Goldilocks

It has been 3 months since our “2019: Second Quarter Wrap”. Now that the 3rd Quarter is over, let’s see