07/25/2023

Got Gold?

'Only the EXPERIENCED fear hyperinflation'.

07/24/2023

Is UBS going for a cut?

In order to realize the growth opportunities opened up by the merger, UBS must introduce new structures and processes and implement savings plans. Job cuts are unavoidable.

07/20/2023

Treasury Market Commentary

This contrasts heavily with the US inflationary picture where figures are heading in the right direction.

07/18/2023

Will the clouds clear for Chinese equities?

Investors have so far been underwhelmed by the level of stimulus provided by Chinese authorities, despite the extension last week of 2022 measures to support the struggling property sector.