The strange case of gold prices
January 23, 2023 • What is happening to gold prices? Gold's price is typically inversely correlated to real interest rates, yet this relationship appears to be broken.
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Weekly Opinion
Timely insights and opportunities, published weekly. Completely free.
Equities have started the new year with a bang; is the bottom already in?
January 16, 2023 • Equity markets have started the new year with a bang and some investors are wondering whether the bottom may be already in. If history is any guide the likely answer is "not".
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Could China spoil bonds investors hopes for 2023?
January 2, 2023 • Inflation may start rising again if China was to deploy extreme fiscal stimulus
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The ECB will not be able to meaninfully tighten
December 19, 2022 • ECB's statement last week was the most hawkish ever, yet there are reasons to doubt the central bank's resolve to proceed as they announced.
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The average global investor pays no attention to Italy . Perhaps they should.
December 12, 2022 • The average global investor pays no attention to Italy . Perhaps they should. Italy has the world's third largest sovereign debt and its default may be the most veritable "grey swan" ahead.
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A recession next year is likely and will come to weigh on equities
December 5, 2022 •
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The great bond bull market has come to an end
November 21, 2022 • While returns are unlikely to be stellar, in the current stagflationary conditions TIPs may be a reasonable alternative to cash and possibily deliver a positive return after inflation.
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FTX: Here’s why crypto will survive & thrive
November 14, 2022 • There is no question FTX's implosion will carry a long lasting impact. Yet decentralised ledger technology, aka "blockchain", is here to stay.
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Commodities resume their uptrend
November 7, 2022 •
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Is the Federal Reserve quietly waivering in its tightening efforts?
October 31, 2022 •
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Trouble is brewing in the Middle Kingdom
October 24, 2022 •
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.