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DAILY SKETCH - 2021 is a year of commodities so far

DAILY SKETCH - 2021 is a year of commodities so far

2021 is a year of commodities so far. S&P GSCI global commodity index has risen by a staggering 27% since the beginning of the year. It is therefore not surprising that inflation expectations on both sides of the Atlantic are at multi-year highs. At the same time, the...

DAILY SKETCH - Financial repression

DAILY SKETCH - Financial repression

Financial repression describes the situation on global bond markets, where the required yields to maturity of government bonds of many countries are negative. If an investor buys such a bond and holds it until maturity, he will make a loss with certainty.

DAILY SKETCH - Sell in May and go away?

DAILY SKETCH - Sell in May and go away?

One of the most popular stock market sayings is that within a calendar year, investors should ideally realize profits, i.e. sell their shares in May, and wait for a possible market correction (Sell in May and go away). However, historical data shows that it is practically...