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The concentration on a few stocks is not only a US phenomenon, it has become a global issue. The weight on global indices, like the MSCI...

Today is Fed decision day on rates. At 2 pm J Powell will announce the new fed funds rate that sets the cost of overnight money and...

The US Treasury needs to finance the (huge) budget deficit the goverment is running. So far, they have been able to do it with...

Busy week for Macro news and central bankers. #Japan just published its 2Q real gdp with an incredible 6% growth YoY. Adding its...

Over the last 15 years, the US stock market has outperformed #europe and #fareast markets, excluding #China and #Japan. Loose monetary...

Japan is trapped in a difficult situation: high levels of debt/gdp (260%), global inflation, and a #yieldcurve control policy, whereby...