August 29, 2021

We are not musicians, certainly not, but being active in the current market makes us think about great songs Last week reminds us of the great song “With a Little Help from My Friends” by the Beatles in 1967....

Download report

August 22, 2021

What a week! It's fair to name Blue Öyster Cult's famous single in 1976 , “(Don't Fear) The Reaper”. The market's volatility jump signalled the risk of withdrawal of the monetary stimulus by the Fed i.e., fear of tapering....

Download report

August 15, 2021

Last week was a nice, muted week for the stock and bond market. The coronavirus delta variant, excess liquidity, China's regulatory crackdown, and tapering were all not a concern for investors to halt the record setting ascent in stock market....

Download report

August 08, 2021

Last week was all about payrolls. Better than expected U.S. payrolls met with relatively risk-on appetite, resulting in cyclicals moving higher while technology was dragging down the index. The market reaction can be explained by seeing technology as safe and ignoring the Federal Reserve, irrespective of inflation. Looking at last week's market data and market …

Download report

August 01, 2021

Last week was the busiest week of the 2Q earnings season. More than a third of the S&P 500 companies reported on average 18% better-than-expected results, amid exceeding demand and higher profitability levels....

Download report