Daily financial market news and views. Invitees are professional market investors including; fund managers, wealth managers, economists, strategists and academics.

Disclaimer:

We may or may not agree with the opinions provided. Opinions are provided in good faith and reflect the invitee's market sentiment at a precise moment and in reaction to market movements.

These opinions do not constitute investment advice and we recommend that you do your research before making investment decisions.

Look at Nordic Fixed Income
8:14
Look at Nordic Fixed Income
Is Swiss Franc weakness the start of a new trend ?
11:07
Is Swiss Franc weakness the start of a new trend ?
2025 Investment themes to look at now
13:52
2025 Investment themes to look at now
How to adjust your portfolio for proposed US import tariffs
14:18
How to adjust your portfolio for proposed US import tariffs
Lets Make The German Economy Great Again
12:20
Lets Make The German Economy Great Again
Will Trumponomics boost US stock markets ?
14:40
Will Trumponomics boost US stock markets ?
Market volatility is back
11:11
Market volatility is back
S&P 500 at 6k ?
12:34
S&P 500 at 6k ?
US Debt is a runaway train going downhill
15:00
US Debt is a runaway train going downhill
PBOC stimulus measures have boosted Chinese stocks
9:05
PBOC stimulus measures have boosted Chinese stocks
Gold is surging. Is it too late to buy?
13:40
Gold is surging. Is it too late to buy?
The Fed kicks-off new rates easing cycle aggressively
12:31
The Fed kicks-off new rates easing cycle aggressively
Does data justifying big rate cuts make the market risk-off ?
12:08
Does data justifying big rate cuts make the market risk-off ?
Swiss start-ups are World-Class
8:39
Swiss start-ups are World-Class
Shipping is compelling now
14:32
Shipping is compelling now
US economy is heading for a soft-landing. What next ?
13:02
US economy is heading for a soft-landing. What next ?
The Fed signals rate cuts. What now and how does it affect the markets ?
14:05
The Fed signals rate cuts. What now and how does it affect the markets ?
What will Jay Powell announce after Jackson Hole
14:40
What will Jay Powell announce after Jackson Hole
Market volatility provides opportunities
13:06
Market volatility provides opportunities
These alternative asset classes are interesting now
14:36
These alternative asset classes are interesting now
The end of Yen carry trade
14:59
The end of Yen carry trade
Small caps are booming now
11:17
Small caps are booming now
Can Magnificent 7 continue to match and beat expectations ?
10:02
Can Magnificent 7 continue to match and beat expectations ?
Japanese US bond investors have large unrealised losses and may need to sell
6:53
Japanese US bond investors have large unrealised losses and may need to sell
Invest in the football transfer market
8:32
Invest in the football transfer market
Invest in contempory art
12:13
Invest in contempory art
President Macron French snap elections has spooked the markets
14:13
President Macron French snap elections has spooked the markets
US Non Farm Payrolls delay Fed rate cuts expectations
10:23
US Non Farm Payrolls delay Fed rate cuts expectations
Thematic asset allocation and why it is so compelling
8:20
Thematic asset allocation and why it is so compelling
Far right election gains could be a drag on European economic development
12:36
Far right election gains could be a drag on European economic development