Follow our latest thoughts on investing and on the investment market in general.

In this number: VIX & SKEW Index Brasil and emerging Markets comparison Breaking Markets News 05/2017

1. EDITORIAL As analysed by Kepler Chevreux in their analysis, “since the fear of political disruption in France has been almost entirely removed the immediate positive impact of a Macron Presidency will be priced almost instantly. A major obstacle to the extension of...

In this number: French Elections Profits and Expectations of Inflation Breaking Markets News 04/2017

1. EDITORIAL As highlighted by the ETF asset management house Source, in the first Quarter of 2017 different asset classes groups have diverged: equity-like assets and industrial commodities have done well; sovereign debt, IG credit and gold...

In this number: Global manufacturing output US HY Versus 10 Year Treasuries: Correlation of Weekly FED DOTS Breaking Markets News 03/2017

1. EDITORIALAs highlighted also by the UK research practice Capital Economics “the fate of the US stock market tends to be determined by economics rather than by politics. As a result, it should not be surprising that shareholders have shrugged off both Trump’s recent...

In this number: US & P/Es Market Trends Emerging Markets: EPS trend & FX impact Emerging Markets: Manufacturing Sector trend Breaking Markets News 02    

1. EDITORIALThe new president of the US took charge the past month and now the focus is actually on its economic programme that was proposed to the voters during the campaign.One of the main points to consider is the one focusing on the taxes.As...

In this number: Markets 2016: what happened Volatility in short markets Emerging markets to invest in 2017 Breaking Markets News 01