December 16, 2018

Last week global stocks finished lower. Pessimism among investors is too high, such that any market upside is seen as a chance to reduce equity exposure. Last week we had good news from China, since Chinese officials signalled their willingness to change their economic policies which would facilitate the access for foreign companies....

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December 09, 2018

This week was so hard to judge, because volatility took away the trend. The week started on a very positive mood, since investors cheered to the positive dinner meeting between President Trump and President Xi at the G20 summit....

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December 02, 2018

Last Week global stocks rebound. U.S. stocks made their biggest weekly gain in 2018, so far. Solid U.S. consumer spending during Black Friday and Cyber Monday could be named as catalysts for this rebound, but the main reason was Fed....

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