The most used crypto asset is neither Bitcoin or Ethereum
December 20, 2021 • Stablecoins ("SC"), a digital version of the USD on an encrypted decentralized ledger. The success of these digital assets is truly stunning.
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economy
The risk of stagflation is growing
December 13, 2021 • Since inflation started to break out of the trend, the two years US treasury rate has dramatically shot up while the ten years rate has stayed basically flat.
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Central bankers facing a dire dilemma
December 6, 2021 • The fate of equity markets rest in the hands of the central bankers and they are facing a dire dilemma. Inflation is not so temporary after all and they need to take action.
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The moment of truth is approaching for the Eurozone
November 22, 2021 • C19 continues to hamstring the economy and further weakening of the euro and/or sustained rising of food and energy prices will tip the Eurozone into stagflation.
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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.