Follow our latest thoughts on investing and on the investment market in general.

In this number: World growth and international trade Global economic trend Breaking Markets News 12/2017

1. EDITORIAL As highlighted by JP Morgan in one of the latest research pieces, “the main driver of the spread tightening over the past year has arguably been the global demand for higher yielding assets following the record level of QE deployed by the DM...

1. EDITORIAL Let’s start this month by telling that within the politics arena, Mr Abe has achieved the super-majority in parliament he had hoped for. Japanese equity has been the place to be this month. We would allow the major Japanese indices to advance another 1-2%...

In this number: NFIB Small Business Compensation Plans EU GOVIES Breaking Markets News 10/2017

1. EDITORIAL As highlighted by their recent analysis from Kepler Chevreux “the verdict of equity price is that this has been a summer of consolidation. The summer scares have proved to be unsubstantial, at least so far. The S&P500 registered no change...

In this number: World interest rate probability Korea - USDKRW FX Korea - KOSPI index Breaking Markets News 09/2017

1. EDITORIAL As highlighted by their recent studies from the independent research house ECR Research, “of the major economies, the prospects for the economy of the EMU are the clearest as far as the next months are concerned. Due to catch-up demand and the loose...

In this number: GDP growth Gold price vs 10years TIPS Breaking Markets News 08/2017

1. EDITORIALMajor indices of US equity ended last week very close to record highs with the VIX very close to a record low, anchored by the absence of volatility in debt markets. The credit signals remain positive, Europe included.We do not expect to see the S&P500...