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  • Fiscal policy is coming and here’s why it will lead to the restructuring of the euro zone

    December 12, 2019 • As the ECB council just had its first meeting under the chairmanship of Christine Lagarde, there is little doubt a transition from monetary to fiscal policy is looming for the euro zone. Here’s why the policy shift may bring the first major overhaul in its twenty years history. 
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  • The Philosopher and the Central Banker

    August 7, 2019 • August and October are typically the most volatile months of the year and markets may once again experience something comparable to what happened last year in 2019. If that is the case, investors may want to turn to "Occam's Razor"​ for counsel. The 14th Century philosopher's problem solving principle stating that the scenario which requires the least assumptions is usually the one to play out. 
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  • Contrary to conventional wisdom, the equity & bond markets are telling us exactly the same story

    March 30, 2019 • The key to understand that we live in a world where asset prices are now primarily driven by policy. 
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