Friday, 15th of June 2018 It is Friday yet again, mid-June and we feel revendicated- The Dollar index is touching on 95, the high for the year and looking solid! The combination of an interest rate rise in the US with promises of more to come this year and the very dovish ECB outlook gave th...
Friday, 8th of June 2018 We are Friday and are under the sign of the G6+1 as the G7 has been unofficially renamed… There will likely be a chill in the air at Friday’s G-7 meeting in Quebec following President Donald Trump’s decision to press ahead with tariffs on steel and aluminium imports ...
Friday, 1st of June 2018 Yesterday we watched the month of May close with a whimper; the DJIA lost some 250 points, the S&P about 0.70% and the NASDQ some 0.3%. A strange Presidential week not to say month… The meeting of leaders of the US and North Korea was scheduled for June 12, then canc...
Friday, 25th of May 2018 The “Event of the week” is clearly Trump’s decision to forsake a Nobel- President Trump’s summit meeting with North Korean leader Kim Jong-un is off, for now. In any business deal – and this is one way to look at the once-scheduled meeting between the two heads of...
Friday, 18th of May 2018 The week opened with the US opening its embassy in Jerusalem and as expected, it caused much noise and turmoil, as well as the deepening fissure between the USA and the EU resulting from Trump’s decision to walk away from the Iranian nuclear deal. The immediate effect...
Friday, 11th of May 2018 Another « breath-taking week » has passed, or nearly,… Donald Trump has pulled the USA out of the Iranian Nuclear agreement. This act was clearly not aligned with the other signatories to this deal. Disarray among the powers of the world doesn’t appear to be good,...
Friday, 4th of May 2018 What can we say? We are well into Q1 earning season and we have seen essentially better than expected figures being reported: revenues are up across the board, bottom lines are fattening, and outlooks shiny. Geopolitics appear to have calmed down too – North Korea is the...
