Entries by Blaise Nicolet

Macro Reflections #2

Which direction for the markets at the end of 2019? Read PDF Version Before thinking about our year-end outlook, we first need to go back to the summer of 2019 in order to really appreciate the magnitude that this series of events brought to markets: July 31 – Fed: While caving to market pressures demanding […]

Macro Reflections #1

The post liquidity Era – from buoyancy to uncertainty Read PDF Version Without doubt, 2018 will prove to be a transitional year. After almost a decade of outsized liquidity cushion, markets have witnessed in disbelief a succession of sharp market adjustments: the burst of the Bitcoin, a sudden weird drop in equities, a widening of […]