Weekly SNB Sight Deposits and Speculative Positions: SNB selling euros and dollars
2021-04-08
Update April 6 2021: SNB selling euros and dollars. Sight Deposits have fallen: The change is -0.8 bn. compared to last week, this means the SNB is selling euros and dollars.
A Major Support For Asset Prices Has Reversed
2020-12-24
In 2019, we wrote about how corporate share repurchases, or “stock buybacks,” had accounted for nearly all buying in the market. A year later, that significant support for asset prices has reversed.
Seth Levine: How I Process Ideas Into Investments
2020-11-20
Investing is incredibly hard. Mapping observations to security price movements are complex. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task. I’ve used this blog as a tool for exploring some of these connections. It’s been incredibly rewarding.
Coronavirus: tough restrictions needed to avoid deaths, says WHO director
2020-10-18
Tough restrictions are absolutely necessary to save lives, the World Health Organization (WHO) warned, as a second Covid-19 wave emerges in Europe.
Weekly View – Biden time for markets
2020-10-16
Donald Trump’s poll numbers were looking increasingly unhealthy at the time of writing, but at least the cocktail of drugs administered to the coronavirus-stricken President appears to have worked.
Pandemic Follies: Tyranny Won’t Keep Us Safe
2020-10-16
Politicians have destroyed more than 13 million jobs this year in a deluge of edicts aimed to fight the covid-19 pandemic. More than two hundred thousand Americans still died from the coronavirus, but the anticovid government crackdowns probably did far more damage than the virus. The covid crisis has also shown how easy it is for politicians to fan fears to seize nearly absolute power.
Swiss government expects 2020 GDP to shrink less than feared
2020-10-15
Swiss economic output will shrink by 3.8% this year, a less bad coronavirus-triggered slump than previously expected, the State Secretariat for Economic Affairs (SECO) said on Monday.
FX Daily, October 14: UK Blinks on Threat to Walk Away on Eve of EU Summit
2020-10-14
Overview: Turn around Tuesday saw the dollar bounce, particularly against the Australian dollar and European currencies, among the majors. Sterling pared earlier losses on reports that the UK would not walk away from the talks just yet, while the euro remains on its back foot.