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Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
1 August 2022
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When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an...
1 August 2022
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Fed – Eyeing a pivot.On Wednesday, the Federal Reserve came across more open to support growth than it has been...
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Italy – Early electionsThe Italian political crisis culminated with a government change last week, as PM Draghi was not able...
25 July 2022
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Download When you see light at the end of the tunnel, it’s too late to buy. Sir John Templeton When...
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Italy – Political drama is back.In Italy, a new government crisis opened up as the 5-star movement de facto removed...
18 July 2022
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European energy – Shutdown fearsMarket fears of a potential shutdown of Russian energy have intensified over the past week. The...
11 July 2022
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Markets – Emerging valueJune closed the first half of the year with a volatile touch. The month has been one...
4 July 2022
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Data – Turning south.This week, market focus turned quickly on chances and depth of an economic slowdown. In Europe, June...
27 June 2022
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The longer the party, the worse the hangover. The old adage certainly applies to 2022. The Fed’s balance sheet is...
20 June 2022
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ECB – A line in the sand. Last week, the European Central Bank called an emergency meeting to discuss measures...
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ECB – Regime shift.The ECB formalized its hawkish turn (partially anticipated by interviews of MPC members over the past few...
13 June 2022
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