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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Inflation is here to stay
November 15, 2021 • While governments cannot act on supply to mitigate inflation, they can affect demand by reducing liquidity by raising interest rates and taxes. Problem is that for the time being they can do neither.
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Central Banks Digital Currencies are coming; here’s why they are a game-changer for investors
November 3, 2020 • CBDCs represent the biggest transformation in financial markets since Bretton Woods and the implications for global investors are profound.
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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.