July 20, 2017
The Silver Bullet | Rebalancing and Revolutions
Fantasy. Lunacy. All revolutions are, until they happen, then they are historical inevitabilities. ? David Mitchell, Cloud Atlas
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June 15, 2017
The Silver Bullet | The Low Volatility Trap
Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will...
Continua a leggereMay 22, 2017
The Silver Bullet | Is the Reflation Trade Over?
The global reflation trend that started last year has hit a wall. Inflation expectations are falling back. Bond yields and...
Continua a leggereMay 4, 2017
The Silver Bullet | Europes Opportunity
As the fog of war dissolves after elections, the contours of a new political equilibrium are emerging across Europe.
Continua a leggereMarch 31, 2017
The Silver Bullet | Introducing the Brexit Walrus
The time has come, the Walrus said, To talk of many things: Of shoes and ships and sealing-wax...
Continua a leggereMarch 23, 2017
The Silver Bullet | Europes Long Way out of QE Infinity
Alice: How long is forever? White Rabbit: Sometimes, just one second. Alice in Wonderland, by L. Carroll
Continua a leggereMarch 8, 2017
The Silver Bullet | Dont Fret about Frexit
Hey now, baby Get into my big black car Hey now, baby Get into my big black car I want...
Continua a leggereFebruary 20, 2017
The Silver Bullet | Greece: More Melodrachma, No Default
Negotiations on Greek debt are once again about to take a tortuous turn. Today, the Eurogroup meets to decide on...
Continua a leggereFebruary 6, 2017
The Silver Bullet | Dont Give up on Europe
Europe is just uninvestable, a fund manager declares, while carving a slice of roast lamb over dinner in Mayfair. With...
Continua a leggereJanuary 1, 2017
The Silver Bullet | When Inflation Dreams Become Nightmares
"We are not in deflation. The macro projections show that inflation will indeed be negative for several months this year...
Continua a leggereDecember 14, 2016
The Silver Bullet | The Movie
Always make the audience suffer as much as possible. Alfred Hitchcock
Continua a leggereNovember 15, 2016
The Silver Bullet | Investing in the Time of Populism
Since this summer, we have warned investors of a turning tide in global bond markets, due to less dovish monetary...
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