July 25, 2021

Last week, was indeed a volatile week in markets. The week started with a “market sell-off” blast with a yield of 10-year Treasury hit as low as 1.12%. Eventually, the week ended with most major indices higher and S&P 500 closed on Friday at an all-time-high, despite kind of a disappointing U.S. data and the …

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July 18, 2021

Last week, major global indices in the U.S. and Europe lost some ground, but Asian stocks mainly remained uninterrupted. We like to highlight a couple of changes in 2H from 1H so far: • The 10-year yield hit the lowest level, i.e., below the pre-pandemic level. • Central banks started debating policy changes. • The …

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July 11, 2021

Is it coming Home or going to Rome? With the summer in full swing with European cup, we have closed a remarkable first half of the year. Last week was a volatile holiday-shortened week, and investors experienced a bit of everything from labour market readings to OPEC+ decision and Federal Reserve minutes as well as …

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July 04, 2021

Last week, stock markets were drifting rather than moving with real conviction. The S&P 500 rose for a seventh consecutive weeks, the longest winning streak since August. The second half of the year kicked-off with U.S. job's report in focus to gauge if the economic recovery momentum from the first half will be sustainable in …

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