BCB & Partners S.A. - Gestion De Fortune

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.

 

Disclaimer
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