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The Rearview Mirror: August 2017

Summertime, and the livin' is easy Fish are jumpin' and the cotton is high Oh, your daddy's rich and your ma is good-lookin' So hush, little baby,...

The Rearview Mirror: June 2017

The month of May is gone and despite the old saying “Sell in May and Go Away”, the equity asset class has registered historical...

The Rearview Mirror: May 2017

Even if the outcome of the first round in France election revitalized a call for a less dovishness in Draghi’ speech, the monetary policy...

The Rearview Mirror: April 2017

Goldilocks: let’s start with this assumption. Once again, in March and during the entire first quarter, we had the proof that the current environment...
The Rearview Mirror

The Rearview Mirror: March 2017

February will be remembered as the month of daily fresh new highs. In fact, the US equity indexes set up their records highs despite...

The Rearview Mirror: February 2017

Let’s find a way to define January: a month characterized by low volatility in the equity market together with a growing turbulence in the...

The Rearview Mirror – January 2017

    Could the post-election rally be considered as a snow flurry? And what about the US long-term yield upswing? Was it a positioning for a...

The Rearview Mirror – December 2016

    Only one word to describe November: Trumpeffect. Mr Trump won the 2016 election by stealing traditional Democrats’ votes away from the “blue” states of...
The Rearview Mirror

The Rearview Mirror – November 2016

   In October, US Treasuries lost the most in 20 months. In particular, 10yr yield rose to 1.85% area moving up from July minimum, which...
The Rearview Mirror

The Rearview Mirror – October 2016

    Everything started with the 8th of September, when Super Mario calmed down the market expectations by sending a clear message to the governments. Now...
The Rearview Mirror

The Rearview Mirror – September 2016

What about August? Well, we all were waiting for our dreamed holidays and most of us were waiting for some indications coming from the...
The Rearview Mirror

The Rearview Mirror – August 2016

    One word to describe July: rebound. Here below you can find a table that summarize the behaviour of 8 major indexes over the past...
The Rearview Mirror

The Rearview Mirror – July 2016

      Just a week after the UK sent an unequivocal shocking message to the world by voting to leave the EU with a margin of...
The Rearview Mirror

The Rearview Mirror – June 2016

      On Friday the 3rd of June the Bureau of Labour Statistic reported that Non-farm payrolls rose by only 38,000 in May, well below expectations set...
The Rearview Mirror

The Rearview Mirror – May 2016

        The attentive reader would know already that I do not believe in illogical schemes and in fact I will try to talk about the...
The Rearview Mirror

The Rearview Mirror – April 2016

        Late in 1966, Studio Uno was the location and Prince De Curtis, alias Toto’ performed in a magnificent sketch. I will report the transcript of...
The Rearview Mirror

The Rearview Mirror – March 2016

      We concluded our last “Rear View Mirror” suggesting our readers to allocate a greater than usual portion of money in cash. Considering cash instruments...
The Rearview Mirror

The Rearview Mirror – February 2016

        Paul Samuelson once witty remarked that central bankers were born with two eyes: one to watch the money and the other to watch the...
The Rearview Mirror

The Rearview Mirror – January 2016

      As usual, the end of the year is the right time for investors to be embraced with warm wishes and with the best outlooks...

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1,346FansLike
61FollowersFollow