jfo496Oct 1, 2021EquitiesBoth Equities and Yields could continue higher into next year.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...
jfo496Sep 3, 2021EquitiesEmerging Markets are OversoldIt has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...
jfo496May 1, 2021EquitiesWhat kind of downside retracement/retest may we expect in May?Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...
jfo496Apr 1, 2021EquitiesEquities may continue to rise into late AprilSince the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...