Crypto-currencies may be in a bubble, or a secular upside breakout trend (?), and it is often difficult to call the top..... Read Article:

A rather hawkish FED late September has triggered a strong rally in US yields, which in turn has started to weigh on risk assets. The...

It has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...

As all risk assets seem to be in blow-off mode, cyclical commodities such Oil or Copper have been leading the charge higher. Their...

Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...

Since the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...

Since early January, although, it has continued to weaken vs more cyclical currencies such as GBP or AUD, the US Dollar has started to...

Last week, the FED confirmed its commitment to its aggressive monetary stimulus policy. Quantitative tightening or rises in Fed Fund...

The dual question currently rocking equity markets is to understand if the current rally extends into Q1, perhaps even into Q2/Q3 next...

When we last wrote early November, we outlined our long term bullish scenario on risk assets and especially on the main equity indexes...

In this short article, we analyze the long-term prospects for the S&P500 and EuroStoxx 50 indexes. Indeed, following the March...

Executive Summary: Equity markets have been consolidating since early September. This countertrend should find closure over the next week...

Our preliminary cross asset outlook Equities: the current consolidation period probably extends into mid/late November, perhaps early...

Executive Summary: The S&P500 Index may continue to bounce into early/mid October, but then consolidates again into November. It then...

• The EUR/USD exchange rates may have plugged a secular low in March on our long term bi-monthly graph. At least, the configuration...

• Gold probably remains uptrending until late Q3 at least, and most likely into Spring next year. Our upside targets suggest that it...

• Over the next week of so, the S&P500 and the Eurostoxx 50 Indexes could start to resume their uptrend, probably into mid/ late Summer...

Since the third week of March (early in the 4th week in the US), Equity markets and more generally risk assets have started to bounce....

Talk about a “Black Swan!”, the Coronavirus certainly qualifies. Risk assets have sold-off so quickly that the whole rally... Read Full...

The Coronavirus comes as a typical Black Swan in an environment where equity markets had been riding the liquidity wave and are now...

Given the massive amount of liquidity currently being injected by the FED, the US Dollar has continued.... Read Full Text: