In our view, the July FOMC statement was a clear signal the Fed would start balance sheet normalization at the September meeting. The Committee communicated its balance sheet objectives by stating that “for the time being” it is susta...
The 1st of August is a key date for Bitcoin. Indeed there is a material risk that the most famous cryptocurrency could be split into two different digital currencies. A new algorithm needs only to be activated and simply validated by ...
The Swiss chemical companies continues its growth and its revenues are expected to reach CHF 6.4 billion by 2018. Earlier in May, it has been announced that an almost 20 billion merger should happen between the Swiss chemical expert a...
Over the last few years, the pace of new car selling went through the roof in the US, fuelled by subprime loan. The shares of car manufacturers enjoyed a decent ride as low income borrowers were given the opportunity to acquire a bran...
As an avid user of Netflixs I think they have a great product. Yet within the online ecosystem, product quality generally is ignored as a critical barrier to entry. However, perceptive internet users are increasingly recognizing and f...
The most famous digital currency has exploded this year reaching $3000 before bouncing back lower. Since then, downside pressures are increasing and the cryptocurrency market has entered a bear market. Yet, there is a very important d...
The financial sector is preparing to release it 2Q earning this week. Banks stocks were some of the biggest gainers from the Trump pro-growth agenda; but that dubious driver failed to materialize. However, new more sustainable positiv...
As corporate earnings reports of US companies for 2017’s second quarter start to roll in this week, we expect they will show better returns (although earning risk are skewed to the downside) than other asset classes, thus keeping a fl...
It seems we are at an inflection point. The Fed seems to have decided to raise its rates despite its weak GDP and soft inflation. Financial markets seem in a period of – relative – calm in the market. Global and in particular, Europea...
Oil has staged a solid recovery rally off $42 lows. The move to $47 was fueled by diplomatic tensions between Qatar and Saudi-led allies and expectations that OPEC would challenge the soft price with further productions limits. While ...
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