Weekly Investment Strategy

Let’s Twist again

In this latest edition of our weekly investment strategy update:

• History never repeat itself, but it often rhymes (M. Twain) … ;
• The mechanics of YCC, now and then ;
• Currencies. Powell did not convince markets ;
• Fixed income. ECB meeting to be more talk than action ;
• Equities. Transition phase ; and
• Equities. Semiconductors become a national security issue.

Click here to read our weekly financial markets update report.

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