01/24/2022

Is It Really that Bad?

We are seeing a slow but steady unravelling of part of the overvaluation and overexuberance that the US asset markets have come to see over the previous two years.

01/19/2022

Weakening New York manufacturing confidence

Confidence in the housing sector has just marginally eased from the previous month; sentiment on new buyers and future sales have slightly decreased from the prior month.

01/17/2022

Banks’ rate-rise rewards may be bigger than ever

Investors expect the U.S. Federal Reserve to raise rates three or four times this year, based on money-market prices, while the Bank of England already started tightening late in 2021 read more .