Financials? Tactically long
Credit Suisse remains tactically overweight of financials with a focus on retail banking and GEM exposure. What is supportive? Bear market… »
Posts by: LMF LaMiaFinanza
Kontron
Kontron TRACe transportation computing products selected by CSiT for its TRANSIS Train Integrated Communications System Kontron, a leading global provider… »
Longchamp (Ethenea): How QE distorts prices and the role of gold
“A Quantitative Easing (QE) programme, as decided by a central bank, is a plan that consists of buying large quantities… »
Kontron
Enabling seamless, easily-managed, reliable transportation system connectivity, Kontron introduces high performance Ethernet switch Kontron, a leading global provider of Embedded… »
Syngenta
Management announcement After more than 13 years with Syngenta, Jonathan Seabrook has decided to leave the Company. Jonathan served as… »
Syngenta
Executive Committee announcement Syngenta announced today the appointment of Jeff Rowe to the new role of President Global Seeds and… »
Why the FOMC should raise rates, but won’t
Martin Arnold -
The FOMC has a history of being reactive to inflationary pressure and we expect that this trend is unlikely to… »
GBP short positions are back to pre-referendum announcement levels
The futures market has highlighted an increasing probability of rate hike this year, weighing on commodity prices. Consequently, gold saw… »
Gold price: UBP remains prudent
Union Bancaire Privée – UBP is maintaining its prudent stance on gold and stand by its conviction that the yellow… »
Emerging Market Equities In Vogue
Emerging markets (EM) are back in vogue following an exodus from the asset class last year. Year to date the… »
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