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2024 _ NEWS
US in Goldilocks mode as Europe slashes interest rates: What to expect?
In the episode of 21 October 2024, Stefano Reali, fund manager at Pharus, describes a fast-growing......
2024 _ NEWS
Fourth Trimester: Risks and Opportunities
Last week's focus was on US inflation, which continues to fall, but this week's focus is on......
2024 _ NEWS
The paradox of risk: What the Chinese rally is teaching global markets
China is soaring (+35% YTD) while the rest of the world remains stable. Growth is almost double......
2024 _ NEWS
The return of China: The Chinese Bazooka is in action!
The week was a positive one for global equity markets with a 1.5% gain, led by a rebound in the......
2024 _ NEWS
Rates down, growth down: Can the Fed save the economy?
The Fed announced a 50 basis point cut, marking the start of a period of monetary easing. Despite......
2024 _ NEWS
Rate cuts and the market: what to expect
The ECB recently cut interest rates for the second time with inflation at 2.2 percent, shifting the......
2024 _ NEWS
Falling rates: will it be too late for the FED?
In recent months, global stock indexes have shown gains of 2 percent, but increased volatility and......
