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May 6, 2022
BilboardBILBoard May 2022 – A bumpy ride but with some shock absorbers still intact
By now the majority of us have felt the sting of rising prices first-hand. Central banks are under increasing pressure to prevent inflation from becoming entrenched in expectations and the creation of a self-fulfilling feedback loop. Despite the inflationary environment (which was prevalent well before the conflict in Ukraine) and rising rates, corporate margins are yet to be meaningfully impacted. In fact, analysts currently expect that the ongoing Q1 earnings season should be the weakest of 2022, and insofar, it has exceeded expectations on both sides of the Atlantic. Read more...
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March 22, 2024
BilboardBILBoard April 2024 – Shifting sands ...
The sands in the investment landscape have shifted in that it appears major central banks have tamed inflation without triggering a deep economic downturn. At...
March 11, 2024
NewsAre we watching an AI bubble inflate?
After hitting a new all-time high at the beginning of March, the S&P 500 might be on track for one of its best first quarters...
March 7, 2024
NewsWeighing the impact of global warming...
It’s peak ski season, but snow sport aficionados are arriving on European slopes to discover that a crucial ingredient is in short supply: snow....
February 23, 2024
BilboardBILBoard March 2024 – Rate cut ...
Spring is around the corner. The days are getting a little longer and brighter, while the cherry blossom tree in the BIL...