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Into late 2021, further FED backing, further rise in reflationary assets
Last week, the FED confirmed its commitment to its aggressive monetary stimulus policy. Quantitative tightening or rises in Fed Fund...
jfo496
Feb 1, 2021


Equity markets and yields could find support in June, and move up into July
Late last month we argued that risk assets were ripe for a correction, that the breadth of the rally was fading, and that bellwether...
jfo496
Jun 3, 2019


The Flight to US Treasuries Safety is accelerating – a telling graph
We note that currently one graph stands out as a very precise indicator of risk-on and risk-off dynamics. Indeed, after having been bid...
jfo496
Sep 3, 2018


Flight to quality – Where’s the best place to hide?
One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...
jfo496
May 1, 2018


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