The gilt yield spike and subsequent economic challenges in the UK
After the former British Finance minister, Kwasi Kwarteng, revealed his mini-budget, including unfunded tax cuts on the 23rd of...
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David Kurfürst, Federico Gabriel Mejía Enriquez
- Jun 9, 2022
Elon Musk to acquire social media platform Twitter Inc. for $43 billion
As a reaction to Musk's recent move to put the Twitter deal on hold, Twitter shareholders filed a lawsuit against him, claiming that he...
Finn Lehmann
- May 12, 2022
Central African Republic becomes Second Country to adopt Bitcoin as Legal Tender
A few days ago, the Central African Republic adopted Bitcoin as legal tender. It is the second country to do so, just 8 months after El...
Marco Ferrara
- Mar 18, 2022
Fundamental Analysis of the Korean Economy and its Equity Market
This article seeks to scrutinize the success story of the South Korean economy and whether it is worth investing in Korean equity right...
Tianyu William Xiao
- Feb 1, 2022
The End of Endless Money
The Fed will almost certainly hike rates in March and end net purchases of assets (tapering). Equity markets saw a sharp correction (in...
Tianyu William Xiao
- Jan 10, 2022
No More Printing - Markets Weekly
The release of FOMC minutes took investors by surprise. A rotation from growth into value was especially pronounced. Finally, we had a...
Tianyu William Xiao
- Jan 3, 2022
Concluding 2021, And Some Trade Ideas for 2022
Some simple trade ideas to pursue into 2022: As discussed, I expect higher volatility in both equity and bonds markets relative to 2021....
Tianyu William Xiao
- Dec 27, 2021
Retailers at the Gates - Markets Weekly
If anything, one notable investing trend is the boom in retail activity. The big start was marked by the short squeeze of Gamestop in...
Tianyu William Xiao
- Dec 22, 2021
Central Bank Pivot - Yield Curves Flat - Markets Weekly
The FOMC meeting last Wednesday marked an expected hawkish shift. Inflation is definitely not transitory as the Fed had preached...
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- May 26, 2021
Oatly’s blockbuster IPO shows healthy appetite for plant-based living is growing
Alessandro Pedrazzini May 24, 2021 ”This capital infusion will allow us to build out our production capacity across the three continents...
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- May 11, 2021
WeWork to Become Publicly Traded Via SPAC Merger with BowX Acquisition Corp.
Alessandro Pedrazzini - May 10, 2021 ”WeWork has emerged as the global leader in flexible space with a value proposition that is stronger...
Felix Mao
- Apr 6, 2021
Corporate Cash Hoarding During Times of Uncertainty - The Case of Covid-19
Covid-19 caused not only private individuals to stockpile toilet paper but also induced an unprecedented corporate run on credit lines....
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- Apr 1, 2021
COVID-19’s Implications for the Private Equity Industry and Portfolio Companies
Alessandro Pedrazzini - March 27, 2021 COVID-19 has had a major impact on society as a whole and across most business sectors. Despite...
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- Mar 13, 2021
Inflation Keeps Growing in Europe but Expectations Remain Low
Alessandro Pedrazzini - March 9, 2021 The publication of the January euro area HICP (Harmonized Consumer Price Indices) inflation numbers...
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- Mar 2, 2021
Beyond Brexit: Outlook and Risks for the U.K Economy
Alessandro Pedrazzini - March 2, 2021 The path of UK economic output in 2020 mirrored that of the eurozone. In the first half of the...
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- Feb 24, 2021
Currency Exposure in a Post-Pandemic World
Alessandro Pedrazzini - February 24, 2021 From a cyclical point of view, the severe levels of economic distress in 2020, as well as the...
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- Feb 14, 2021
The Rise of SPACs
Alessandro Pedrazzini - February 24, 2021 Throughout 2020, the stock market has experienced the destabilizing force of speculative...
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