Analysis of recent stock market decline and reassurance regarding the bull market.
Market analysis of Swiss equities, maintaining a neutral stance with targets for SMI index.
Analysis of US High Yield corporate bonds recommending an 'overweight' preference, analyzing spreads, default rates, and economic scenarios.
Analysis of UK equities market, including positive and negative scenarios, recommendations, and key economic indicators.
Analysis of EM sovereign and corporate bonds with tactical and strategic recommendations.
Analysis of European bond yields, forecasts, and economic scenarios.
Analysis of Swiss market performance, P/E ratios, and future scenarios (positive/negative). Recommendation is 'underweight'.
Analysis of US economic outlook, election scenarios, and the fiscal cliff.
Market analysis regarding hedge fund strategies, recommendations, and scenarios (positive/negative).
Analysis of US debt ceiling, historical comparisons to the 1980s, and review of current fiscal proposals (Gang of Six, etc.).
Analysis of geopolitical, diplomatic, and US economic cycle risks for Japan following the Donald Trump presidency.
Discussion 0
No comments yet
Be the first to share your thoughts on this epstein entity