jfo496Feb 1, 2021Fixed IncomeInto 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...
jfo496Jun 3, 2019EquitiesEquity markets and yields could find support in June, and move up into JulyLate last month we argued that risk assets were ripe for a correction, that the breadth of the rally was fading, and that bellwether...
jfo496Sep 3, 2018Fixed IncomeThe Flight to US Treasuries Safety is accelerating – a telling graphWe note that currently one graph stands out as a very precise indicator of risk-on and risk-off dynamics. Indeed, after having been bid...
jfo496May 1, 2018ForexFlight 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...