Impact of Interest Rates on Banks: An Analysis done by the Bank for International Settlement (BIS)

Interest rates have been low in the aftermath of the Global Financial Crisis…


´The Bull Market will not Die because of old Age but...´ - BIS 2018 Views

The Bank for International Settlements (BIS) recently came out with their…


Timing a Recession or How not to leave a party at 9 pm

As the cycle gets longer and as trade war symptoms are abundant, many investors…


Low Euro deposit rates are here to stay until October 2019

ECB Deposit rates will stay low for another 15 months Draghi said the Bank's…


Market Characteristics and Superior Economic Growth

With the hindsight of the latest G7 meeting we are clear. Growing trade…


Two key dimensions drive equity valuations

Rates and Price-to-Earnings (PE) ratio have to be looked at together These…


European Equities: A Good time to buy now (Q1 2017)

Darkest before dawn Key driver for European equities Inflation expectations…


Why investors should enjoy the good times (Q2 2017)

-The ECB supports the markets -When will the ECB stop their accommodative…


Seize the moment, invest in euros (Q2 2017)

Drivers of the Euro (Q2 2017) Path ahead for the Euro Structural fears and…


The come-back of inflation ? (2016)

Don't panic is my message to investors. The bond bears tell us inflation is on…