Weekly research notes covering the full spectrum of asset classes

Market Commentary – 28.02.2018

February 28, 2018 / Ben Acton Bond

Fed chairman, Jay Powell addressed the House stating the economy has grown at a faster pace than expected. The statement prompted some analysts to believe the Fed will raise rates 4 times this year. The S&P 500 index fell 1.3%, 10-year Treasury yields moved above 2.9% and the dollar index edged up 0.1%. Norway’s sovereign […]

Market Commentary – 27.02.2018

February 27, 2018 / Ben Acton Bond

Three week highs on Asian markets and rising indices show a more bullish sentiment taking over global equity markets. Bitcoin showed recovery signals bursting once again through the 10K key level of significance. Crypto market cap currently stands at $460bn Infrequent emerging market sovereign borrowers have enjoyed a record 12 months in debt issuance, with […]

Market Commentary – 26.02.2018

February 26, 2018 / Mate Rimar

European Markets followed their Asian counterparts higher as benchmark Treasury yields held steady below 2.9% and the dollar weakened. Investors focus is shifting back to US monetary policy, with two appearances set for this week from new FED Chairman Jerome Powell. Russia’s ruble appreciated the most in emerging markets after S and P Ratings boosted […]

Where we are headed now

February 25, 2018 / Mate Rimar

“Toto, I’ve a feeling we’re not in Kansas anymore”, The Wizard of Oz. Opening thoughts – jargon During the last three years’ I spent in Bocconi, the world as I know it, changed. Currently the world’s most powerful man speaks like an 8-year-old, tweets like an 8-year-old, and watches the television shows of an 8 […]

Market Commentary – 22.02.2018

February 23, 2018 / Mate Rimar

Markets in Europe struggled for direction after a positive session in Asia as investors debate the outlook for central banks normalizing their policies. Bonds across the euro region gained with Treasuries, while the dollar steadied. Snap’s CEO, Evan Spiegel is poised to become one of the highest paid US executives for 2017, thanks to a […]