Who created the inflation?
During the last years we have witnessed a period of inflation never seen in the last 40 years. With the benefit of hindsight, it might be interesting to reflect on what caused this spike in inflation.
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During the last years we have witnessed a period of inflation never seen in the last 40 years. With the benefit of hindsight, it might be interesting to reflect on what caused this spike in inflation.
Read moreDuring 2022 we have witnessed a huge volatility in bond markets and also the forex market had some important moves. The euro against the dollar touched a low of 0.95 this summer and is now back above 1.08.
Read more2022 is proving to be the worst year of the last decades for diversified portfolios. In the past, we experienced equity indices losses that were much more severe than the current ones, but we never experienced this kind of correlated moves in which bonds fall together with stocks.
Read moreThe meaning of the concept of currency war has been reversed during the last few months. Until a few months ago the world was basically a deflationary one. Even if now the big issue seems to be inflation, deflation is probably even a bigger problem. Deflation means that prices tend to fall overtime. In such…
Read moreAs we have seen in a recent post (link to last bond post) the movements of the bond market during the last few months have been even more exceptional than the ones of the stock market, even if the latter often receive more attention from media.
Read moreWe are extremely saddened to see war once again, this time more closely and on European soil, and hope for an early resolution to Russia’s conflict.
Read moreDuring the night of 23-24 February 2022, Russia attacked Ukraine, triggering the Russia-Ukraine conflict. The worst-case scenario has come true. The attack comes after separatist leaders of Ukraine’s eastern republics asked Putin for military assistance. Ukraine, for its part, had said it had no intention of invading the separatist regions.
Read moreExperts often talk about volatile markets to refer markets fall. It is better to call a spade a spade: most of the time when we talk about volatility, we really mean crashes.
Read moreWe have referred in the past to the excellent results of our retirement plan portfolios:
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