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: 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 – 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 – 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 – 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 – 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 – 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 – 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 – 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 – 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 – 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 – 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 – 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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