Our latest insights on the markets.
November – Be thankful
The US government is in a so called shutdown since the first day of October, now the longest one in history (second longest was during Trump’s first term), but that can be misleading.
October – Closed for business
The US government is in a so called shutdown since the first day of October, now the longest one in history (second longest was during Trump’s first term), but that can be misleading.
September – Too good to be true?
For a month that is typically the worst performing one of the year for equities, it ended up being just another strong month in a long streak since “liberation day”, fueled by the hope of an interest rate cut and solid corporate earnings.