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control884

Jan 71 min read

Mutual funds scorecard

2023 has been a good year for the mutual fund industry after all. It has not been an easy one, since it has been volatile and with a poor...

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control884

Jan 61 min read

New year, new strategy

The first week of 2024 has concluded and the start of the year has been classified as the worst in 2 decades (Bloomberg). After an...

15 views0 comments

control884

Jan 51 min read

Money market all time highs

Investors started the year pouring money into money market funds. In the first week of the year, $123Bn were invested in cash strategies...

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control884

Jan 41 min read

Minutes, unemployment and rate cuts.

The minutes of the last FOMC meeting were released yesterday, and although the committee used some wording to manage market expectations...

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control884

Jan 31 min read

We need a debt plan

One of the big topics of this electoral year in the U.S. will be the budget #deficit and the level of #debt. On December 31st, another...

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control884

Jan 21 min read

Banks funding challenge

One of the first challenges of the year will be what will happen to the Bank Term Funding Program (BTFP), created by the Federal Reserve...

17 views0 comments

control884

Jan 11 min read

An electoral year

2024 is an electoral year. Worldwide, 64 countries where half of the global population live will undergo an electoral process to elect...

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control884

Dec 30, 20231 min read

Investment perspective

In the chart below, you can see an excellent analysis of the #magnificent7 total returns over the last 2 years. Several conclusions can...

13 views0 comments

control884

Dec 29, 20231 min read

Market moves and expectations

Are #ratecuts expectations moving the market? As you can see in the chart below, over the last 2 months, the Bloomberg global Agg index,...

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control884

Dec 28, 20231 min read

Rate expectations

Markets keep pushing the Fed into #ratecuts in 2024. With just a couple of days of trading left for the year, the futures markets are...

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control884

Dec 27, 20231 min read

Conflict on the Red Sea

It appears that the end of the year will not be as calm as we thought it was going to be. Hammas supporting group in Yemen, the Houthis,...

19 views0 comments

control884

Dec 26, 20231 min read

New leadership

Valuations for the U.S. stock market are on the rich side, both in historical terms and compared to other markets. However, expensive...

17 views0 comments

control884

Dec 25, 20231 min read

US vs the world

The last week of the year starts today, and that means, among other things, investors will be repositioning their portfolios for the new...

18 views0 comments

control884

Dec 24, 20231 min read

Christmas spirit

It seems that the Christmas spirit was present a little bit earlier than usual this year. U.S. Companies have executed the biggest...

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control884

Dec 23, 20231 min read

Deflating the U.S. economy

The Personal Consumer Expenditures (PCE) was published yesterday for the U.S. economy. This is the Fed’s preferred measure of inflation....

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control884

Dec 22, 20231 min read

The big question

As we cross the finish line for the year, big banks and Asset Managers will start to publish their outlooks and views for the new year....

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control884

Dec 21, 20231 min read

The key for 2024

One of the most important metrics for 2024, if not the most important, is going to be the unemployment rate. In the U.S., even after the...

14 views0 comments

control884

Dec 20, 20231 min read

Expectations and positioning

The jury is out with expectations for the U.S. economy for 2024. In the chart below, you can find the results of a survey conducted by...

18 views0 comments

control884

Dec 19, 20231 min read

The eternal debate

Since Jim Bogle created the first index fund in 1976, there has been a debate on wether active management should be the integral part of...

17 views0 comments

control884

Dec 18, 20231 min read

Dry powder

2023 has been an excellent year for equity markets and risk assets in general. But due to uncertainty and fear on the US banking system...

16 views0 comments

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Connect, Aggregate and Analyze

Simple by design. Powerful by necessity. Access our Insights with the click of a button

Get In Touch

Connect, Aggregate
and Analyze

Simple by design.
Powerful by necessity.
Access our Insights with
the click of a button