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Blackfort Market Overview. January I
Dear colleagues, clients and partners, We are glad to share our video overview discussing the following topics: Rough start of the year Panic in the US market Potential conflict in the Ukraine New Fed meeting Rising rates Disclaimer: This Market Watch (hereafter «MW») is provided for information purposes only. This document was produced by Blackfort Capital…
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Bi-Weekly. Blackfort. January 2022 (I)
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Outlook 2022. Blackfort.
Blackfort’s investment investment outlook for 2022 Global markets in 2021: A mixed bag The 2021 was a complicated year for both equities and bonds. While developed equities performed extremely well, with the US markets up around 27% again more leading the peg, on the flip side we had Hang Seng which lost 13% just to be followed by…
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OUTLOOK 2022: SLOWDOWN BUT STILL HEALTHY GROWTH
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CFA Russia and Blackfort Capital online webinar
Good afternoon! On behalf of Blackfort Capital we invite you to our joint with CFA Russia webinar: OUTLOOK 2022: SLOWDOWN BUT STILL HEALTHY GROWTH http://event.cfarussia.org/marcodec2021 The webinar will take place on the 21st of December at 18:00 MSK, 16:00 ZRH. For free participation please use promocode *BF2909* Topics of discussion: -Marco update -Economic impact of Omicron -Inflation outlook/…
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Bi-Weekly. Blackfort. December 2021 (II)
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After a rollercoaster in global equities we might see a yearend rally
Blackfort Insights 08.12.2021 Over the last 7 trading days the S&P 500 moved 6 times more than 1%. The up and down days are evenly split. Such high volatility was last seen in November 2020. During the five weeks before we haven’t seen any days with index moves bigger than 1%. This volatile trading pattern is mirrored in…
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Bi-Weekly. Blackfort. December 2021 (I)
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Blackfort Capital and CFA Russia
Dear colleagues and partners, During Blackfort Capital and CFA Russia joint webinar CLIMBING THE WALL OF WORRY Chief Investment Officer Andreas Bickel discussed bright topics: • Inflation is here to stay • Central bank policies • Attractive Asian high-yield markets? • Will we see a year-end rally? • Gold is a pain? • Bitcoin. Next stop is $120 000?…
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CFA Russia and Blackfort Capital online webinar
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Bi-Weekly. Blackfort. November 2021 (I)
Macro Update: US inflation hit 30-year high, while retail sales surge to 1.7% YOY US CPI at 6.2% was the key news over the last days. This is the highest level since 1990. It shows more and more that inflation will be sticky at higher levels. Some central bankers are now preparing the audience that during H1 2022…