Market Overview
From France to the U.S.: Pension Reforms and the Retirement Age Debate
20.03.2023
From France to the U.S.: Pension Reforms and the Retirement Age Debate
French President Emmanuel Macron took a bold step last Friday by raising the legal retirement age in his country from…
Insolvent Banks and Stock Volatility: Ingredients for a Bull Run in Bitcoin?
20.03.2023
Insolvent Banks and Stock Volatility: Ingredients for a Bull Run in Bitcoin?
BTC/USD -1.30% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
SVB Collapse Is Positive for Industrial Technology
20.03.2023
SVB Collapse Is Positive for Industrial Technology
SIVB 0.00% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
It’s a Confusing Economic Picture: What to Do Next?
20.03.2023
It’s a Confusing Economic Picture: What to Do Next?
MS -3.25% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
Banking turmoil keeps sentiment fragile; investors want the Fed to pivot
20.03.2023
Banking turmoil keeps sentiment fragile; investors want the Fed to pivot
Banking fears persist despite contingency plans Yen gains as equities and bond yields slide Fed is seen pausing and initiating…
Gold Prices Set to Skyrocket
20.03.2023
Gold Prices Set to Skyrocket
XAU/USD -0.37% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
Is Deflation Coming?
20.03.2023
Is Deflation Coming?
RMBS -1.83% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
The Fed’s Got Inflation Backwards
20.03.2023
The Fed’s Got Inflation Backwards
XAU/USD +0.68% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
Gold Outperforms as Inflation Trade Drops
17.03.2023
Gold Outperforms as Inflation Trade Drops
GLD +2.90% Add to/Remove from Watchlist Add to Watchlist Add Position Position added successfully to: Please name your holdings…
To Pivot or Not to Pivot: The Fed’s Dilemma as Markets Price ‘No Landing’ Scenario
17.03.2023
To Pivot or Not to Pivot: The Fed’s Dilemma as Markets Price ‘No Landing’ Scenario
As portfolio managers, this is the question we ask ourselves daily. Since the lows of last October, the technical backdrop…