Thursday, 10 March 2022 Please click here to read the PDF version Markets • Full-blown risk-on. Equities rallied like there was no tomorrow with gains in Europe reaching almost 8% (German Dax) and up to 3.6% on Wall Street (Nasdaq). The EuroStoxx50 (+7.44%) convincingly smashed resistance at 3608 and a Read more…
Friday, 4 March 2022 Please click here to read the PDF version Markets • There was still no reason for investors to consider rowing against the ruling risk-off yesterday as there was no evidence on any solution to Russian invasion in Ukraine. Persistent uncertainty on the length and the outcome Read more…
Friday, 4 February 2022 Please click here to read the PDF version Markets • A hawkish hike and a hawkish hold. The Bank of England raised rates by 25 bps to 0.50%, initiated the natural roll off of the balance sheet and will actively start selling from the corporate bond Read more…