Giving Europe a chance
Fundamentally, we would agree that there are some reasons to be more optimistic on Europe: Oil has halved, the Greek dilemma has been...
Japan – Abenomics 3 is only a matter of time
All eyes on Europe this week with the GREXIT bluffing drama reaching a climax. More generally, Europe has been in the limelight since...
Confirming the upside break-out
In our late December year end review, we gave the current cyclical upturn the benefit of the doubt. We were looking for the following...
How to deal with countertrends
After many months of low activity, markets finally got going mid last year. Was it the anticipation of an end to US QE, war in Ukraine,...
Through the floor – 1.20 EUR/CHF is history
Naturally as a Swiss citizen, I need come back on the historical move by our Swiss National Bank yesterday. The decision to drop the 3.5...
The GREXIT EURO Bluff
The recent buzz over a potential Greek exit from the Eurozone (GREXIT) has only confirmed our several recent contributions advocating...