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overview.opinion
Opinion
October 5, 2022
Graph of the week: more than a pound of trouble
UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Opinion
September 26, 2022
Graph of the week: Eurozone is down but not out
After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
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Asset Allocation
September 22, 2022
Probably the best and worst year ever for bonds
This will probably be the worst but also the best year for bonds ever. Rising interest rates and…
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Opinion
September 19, 2022
Chart of the Week: Housing as the next domino
Activity in the US housing market is rapidly declining. New home sales fell more than 12 per cent in…
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Opinion
September 14, 2022
Sofia Harrschar: Investors find stability in alternatives
Economic insecurities on a broad scale are increasingly impacting the decision making of…
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Investing
September 12, 2022
Chart of the week: A few rate hikes, but then what?
In retrospect, we can say that central banks used the annual Jackson Hole symposium to revive their…
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Opinion
September 5, 2022
Chart of the week: the yuan as sentiment indicator
With China using interest rates again to defuse the property crisis, and the Federal Reserve making…
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Asset Allocation
September 1, 2022
The added value of low volatility
Low-risk stocks do better in the long run than high-risk stocks. For the record, this story equates…
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Opinion
August 31, 2022
The ECB fails since 1999!
“In accordance with Article 105(1) of the Treaty, the primary objective of the ESCB shall be to…
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Investing
August 29, 2022
Chart of the week: German inflation nearing 10%
It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
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