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  • Germany in recession?

    Germany in recession?

    Recent data on the German industrial production show a rapid drop in the economic activity. The quarterly change was already Read More
  • Three investment topics for 2019?

    Three investment topics for 2019?

    The end of each year sees finance experts publish their forecasts for the coming year. After a 2018 full of Read More
  • Are share buybacks a key factor in the continued rise in US equities?

    Are share buybacks a key factor in the continued rise in US equities?

    Share buybacks are one of this year’s red hot topics in the US and regularly hit the headlines, amid claims Read More
  • Trump and the Federal Reserve

    Trump and the Federal Reserve

    Donald Trump hit out again recently at the Federal Reserve for its monetary policy management, taking it to task for Read More
  • Three points on Italy, its budget and the European Commission

    Three points on Italy, its budget and the European Commission

    The European Commission has just told Italy to revise its 2019 budget plan: the deficit does not look excessive (2.4%), Read More
  • 10 Thoughts on the October 10 Market Selloff

    10 Thoughts on the October 10 Market Selloff

    On October 10, global equity markets tumbled, led by the US, with the S&P 500 Index declining -3.3%. The VIX Read More
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