EuroStoxx Could Rally Into July
The consolidation down on European equities may be coming to an end. We would see the EuroStoxx 50 rally into mid July and eventually...
The FED Raises, What Next?
The FED rate hike this year should be 100% priced in. Hence and although the US Dollar did bounce a bit last week, we believe that it...
Equities stretched; Bitcoin blowing up
We would expect some consolidation into June, while defensive assets (e.g. Gold or the Yen) make further progress. Bitcoins have just...
Macron – Buy The Rumour, Sell The News
The win of Mr. Macron seems to have been widely anticipated by the market. This leaves risk assets at expensive levels in terms of...
Delicate Timing for the FED
Although the FED is set to rise this week, much focus is set on the further outlook for the erst of the year. This decision and the...