By Peter Garnry, Head of Equity Strategy, Saxo Bank Peter Garnry Technology sentiment is as dark as when the dot-com bubble burst with many companies seeing their stocks decline by 50-90%. The tweet last Wednesday by David Sacks th...

Clément Maclou, Senior Thematic Portfolio Manager, ODDO BHF AM The UN food commodities price index rose the most since 1961 in February 2022 after an already staggering +23.1% in 2021, putting the most vulnerable populations at risk. The gaug...

Thomas Costerg, Senior Economist Pictet Wealth Management. The Federal Reserve did not seek to surprise markets. It hiked rates as expected by 50bps (some market participants had feared +75bp), after +25bps in March. As expected it also anno...

Elon Musk’s acquisition of Twitter is likely to be one of the most talked about leveraged buyouts of the year - if not the decade. The $13 billion debt package arranged to back the takeover illustrates how both public and private markets can be ta...

Inflation is at historically high levels and many central banks appear to be behind the policy curve. The European Central Bank (ECB) has yet to start the normalisation process and the markets have in mind that, like the US Federal Reserve (Fed) a...

“By upping the tempo and delivering a 0.5% rate rise, but simultaneously taking a 0.75% hike in subsequent FOMC meetings de facto off the table, Powell tries to engineer a soft landing. He does not want to be remembered as the central banker who l...