Somes extracts :
- Given the last point, your scribe believes that while condemnations are almost unanimous, most Western countries will do everything possible to prevent the conflict from spreading to other countries.
- Since the Yom Kippur War and throughout the decades that followed, Israel’s security was maintained by two pillars:…
- Ultimately, the current situation will have a positive effect on equity markets. The fall in long-term yields (which our process indicated had reached its highs at the end of last week) will provide…
- This brings us to the release of the week: the US CPI! If we believe that a rebound in inflation is possible in December and January, the tightening of global financial conditions acts as a rate hike.
- We are still worried about Japan and its out-of-touch monetary policy. The flows are already worrying.
