• Omicron is just another variant of concern; but with a catchy name. There will be a Pi, a Rho and a Sigma, but it is very unlikely that any of them will cause an impact similar to that of Alpha; when it all began last year • Optimism about our ability to deal with … Continued
BY FERNANDO DE FRUTOS, CFA, PhD | CIO BOREAL CAPITAL MANAGEMENT | 24 JUNE 2021 • After having managed to deny the inevitable without losing credibility, the Fed has surprised the market by shortening the timetable for the first rate hikes and tapering of asset purchases. The reason has been that the economy continues to … Continued
