negotiate bilateral agreements between USA and China or Europe

The Rearview Mirror: July 2018

End of June, it is the end of second quarter and half of 2018 is gone. What we have learned so far? First of all, over...
come andranno i mercati nel 2018

The Rearview Mirror: June 2018

Uncertainty and bullishness: two words to describe the last volatile week. A mix of economic and political elements affected the calmness at the end of...
Dollaro

The Rearview Mirror: May 2018

How should we read the recent market price action? Definitely the yield of the benchmark 10-year US Government bond that tested the psychological level...
mercati finanziari, financial market

The Rearview Mirror: April 2018

The first quarter is gone: January has been characterized by a pure sense of excitement on the expectation of Trump fiscal reform, followed by...
Warren Buffett, The Oracle of Omaha. Source: Fortune Live Media (flickr.com)

The Rearview Mirror: March 2018

The Berkshire Hathaway Annual Letter can be considered as a landmark, a sort of guide for financial market participants’. The one published on February...
Dollario

The Rearview Mirror: February 2018

The starting point is the GDP data released by Commerce Department on Friday: the US economy grew up 2.6% in the last quarter of...
USA: Tax Reform

The Rearview Mirror: December 2017

The 2017 is almost over and with the end of the year approaching fast, here comes a period usually characterized by lower volumes. We...
video

The Rearview Mirror: November 2017

“Tonight I'm going to have myself a real good time I feel alive And the world I'll turn it inside out, yeah And floating around in ecstasy So...
Catalogna

The Rearview Mirror: October 2017

Once again we’ve experienced another week of records. As Equity indices touch new highs, Treasury benchmarks also reached important levels. For instance, the 2-year treasury...
video

The Rearview Mirror: September 2017

Brussels: the third round of Brexit talks has been concluded with an almost embarassing result: if this would be a sport event, we could...
video

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...
goldilocks e mercati finanziari

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...

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