par thierry.ralet@bluewin.ch | Avr 4, 2018 | Latest News
The former head of Alternative Investments at Nestlé Capital Management Thierry Ralet has founded a consulting firm in the Swiss city of Zug, Phenix Consulting and Asset Management, InvestmentEurope has learned. It is understood Ralet is now an independent consultant...
par thierry.ralet@bluewin.ch | Fév 20, 2017 | Latest News
As well as relating developments in commodity prices with measures of ‘real’ economic activity, such as industrial production and merchandise trade flows, our work also looks closely at the interplay the effect with money supply. Milton Friedman’s lapidary remark that...
par thierry.ralet@bluewin.ch | Fév 20, 2017 | Latest News
For some time now, we have hardly been alone in showing charts of the extreme valuations extant in markets. Central Bank-driven lows in the complex of so-called ‘riskless’ interest rates have unleashed an interlocking series of mutually reinforcing feedbacks (or,...
par thierry.ralet@bluewin.ch | Fév 20, 2017 | Latest News
In the course of the very public battle of the egos playing out between DoubleTree’s truculent Jeff Gundlach, and that Flower Child of the bond market, Bill Gross, the former seems suddenly to have discovered an enthusiasm for commodities which he has been promoting...
par thierry.ralet@bluewin.ch | Fév 20, 2017 | Latest News
There is much current focus on the degree of spec long positioning in the WTI contract, which now stretches to more than three-quarters of a billion barrels equivalent (for a combined value of roughly $47 billion at the time of writing). In what is a telling sign...
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