The August “Melt-Up” in Bonds probably heralds a major Top in Equities
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Macro
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The FED’s Loose-Lose Proposition
Non content to have destroyed a globalised world order patiently built over 50 years through his Trade wars and his corporate bullying tactics, Donald Trump has also questioned the independence...
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GET OUT OF EQUITIES
Summertime and the livin’ is easy ! The markets are at record highs, President Donald Trump delivered good news on the trade front, the labor market is thriving and the Federal Reserve...
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The State of the World Economy in April 2019
One third of 2019 is already behind us and, to say the least, it has been the heck of a third in the financial markets. On 31st December 2018, very...
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