As of now, the Federal Reserve appears committed to raise eight-times interest rates. Markets’ sharp repricing has given us an opportunity to add risk, with current valuations too compelling to ignore.
Global markets, a rally carried by AI while the rest of the world struggles to keep up
10/05/2026
Global markets are entering a phase defined by sharp contrasts. In the United States, the rally remains firmly anchored in technology, with the Nasdaq reaching new highs and the sector...
U.S. Employment Slowdown Paves the Way for a New Monetary Easing Cycle
06/09/2025
The latest U.S. employment data confirms a clear slowdown in the labor market. In August, only 22,000 jobs were added, compared to the 73,000 expected, confirming trends previously indicated by...
Last Saturday, in an assassination attempt, the former President and present Republican front-runner Donald Trump was wounded. This attack adds a new layer of stress and tumult to an already...
Stock markets around the world are progressing fast. In recent weeks, market indices in America, Europe, and Japan have surged to new record highs. Most of it comes along with...
The bankruptcy of Silicon Valley Bank has changed about everything related to Central Bank policies, i.e., inflation outlook, interest hiking, and economic growth. With the implementation of the Bank Term...