A synchronized global recovery is in the making; much stronger than anticipated a few months ago. This year, barring the…
Read Article
The high degree of on-going uncertainty surrounding Covid-19 makes it incredibly difficult to assess the risk. As with all new…
The concept of blockchain emerged about ten years ago in a white paper by Satoshi Nakamoto who developed the bitcoin.…
The reflation narrative is in full swing, with the sharp increase in bond yields signaling the markets’ belief that vaccination…
Virus variants are stealing a march on vaccination efforts. Linear thinking will always fail to pick up the financial (and…
Greater divergence – social, economic, (geo)political, and generational – will characterise our world in 2021. Technology deployed to sustainable ends…
Less than a year after entering the pandemic, three vaccines are in sight. This is a game changer, but even so,…
China has ‘controlled’ Covid-19 and is beginning to reap the economic benefits. In the rich world, up to now, policy…
Executive Summary: Equities may remain in consolidation mode into November. Growth themes shall then lead the way up again into…
The current progression of the pandemic, albeit relentless in much of the world, at least seems to display some more…
Executive Summary: The USD should remain under pressure until late Q3, perhaps even Spring 2021. The EUR/USD may have plugged…
What’s happening in the US and in countries experiencing a surge of new cases (like Spain) demonstrates that trying to…
Executive Summary: Gold probably continues to climb quite linearly until Spring next year. Gold probably remains trending up until late…