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Currencies Equity Indices Fixed Income Macroeconomic Views Markets

Prepare for Tapering

There seems to be a consensus in the market that the Fed will gradually start tapering in the next few months (our guesses at BSIC is in December). Therefore it is time to understand what could happen to markets and get prepared. What could happen on the equity market in Read more…

By BSIC, 9 years9 years ago
Commodities Currencies Equity Indices Fixed Income Macroeconomic Views Markets

BSIC Market Recap 23|11|13

Panel 22|11|2013 US This week Bernanke surprised the markets outlining the chance of early tapering of QE (December meeting). For us this is quite surprising, as we still believe the US economy is not performing as well as it was believed this spring. Three main reasons have worsened our outlook Read more…

By BSIC, 9 years ago
Macroeconomic Views Markets

What game is the FED playing?

What game is the Fed playing? The Fed’s unconventional monetary policy so far has been a mix of Market policy (or, better, Balance Sheet policy) and Mouth policy. Indeed, great part of the job has been done “manipulating” expectations to make agents reacted to Fed stimuli the way it meant Read more…

By BSIC, 9 years9 years ago
Currencies Equity Indices Fixed Income Macroeconomic Views Markets

BSIC Markets Division Macro View: 16|11|13

  Two main issues dominated the week, the Yellen speech in front of the senate and the BoE inflation report. Ms. Yellen’s tone was strongly dovish and we understand why. The US economy is not ready for a December tapering. Inflation is declining from 2% in July to 1.2% now Read more…

By BSIC, 9 years ago
Macroeconomic Views

BSIC’S SPECIAL: Janet Yellen

Who is Janet Yellen, the woman everyone seems to be talking about these days? Why have we been hearing this name so often and what implications will it have on us? Well, we will presumably be hearing of Janet Yellen for quite a long time: last Wednesday President Obama nominated Read more…

By BSIC, 9 years9 years ago
Equity Indices Fixed Income Macroeconomic Views Markets Trade Ideas

‘Safe stocks’ up, again?

Since the crisis hit, interest rates have been kept artificially to the lowest level the world has ever seen. This launched what was called the ‘hunt for yield’. As many investors ran for high-yield junk bonds, risk-averse investors who were uncomfortable with that level of risk turned to quality stocks, Read more…

By BSIC, 9 years9 years ago
Equity Indices Fixed Income Macroeconomic Views Markets Trade Ideas

In the Mind of the Federal Reserve

When first appointed in 2006 by President Bush, Ben Bernanke probably didn’t expect his two terms as the Chairman of the Federal Reserve to be the most decisive ones of the past century. First denying an housing bubble, he had to face its real burst and the most threatening crisis Read more…

By BSIC, 9 years9 years ago
Equity Indices Macroeconomic Views Markets

We’re all watching the rally: is S&P500 overvalued?

On May 3, 2013, more than thirteen years since its first close above 1500, the S&P 500 closed above 1600 for the first time, at 1,614.42. Last week it closed at 1,667,47, some say by the end of the summer it may reach 1700 points. There has been a lot Read more…

By BSIC, 10 years9 years ago
Currencies Markets Trade Ideas

Trade Idea: Short EUR/USD

This week was dominated by the US and European central bankers speeches. They both confirmed their accommodative monetary policy. However the FED just confirmed its commitment to the bond buying program until the economy would have showed sign of improvement. The ECB, on the other side, decided to take really Read more…

By BSIC, 10 years9 years ago

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The LSE Alternative Investments Conference is bein The LSE Alternative Investments Conference is being held in London. Here’s the delegation of BSIC members who attended the event.

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BSIC wishes you all a happy and relaxing holiday s BSIC wishes you all a happy and relaxing holiday season! 🎄Here’s a few reading recommendations to enjoy during your time off.

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Our newsletter is out! Check out this week’s ar Our newsletter is out!

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On December 1st we had our traditional end of seme On December 1st we had our traditional end of semester dinner. Thank you everyone for this amazing year and stay tuned for next semester!

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Our newsletter is out! Check out this week’s ar Our newsletter is out!

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BSIC is more than a finance club, it’s a group o BSIC is more than a finance club, it’s a group of friends. Here's a few pics from our latest social activity!

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Our newsletter is out! Check out this week’s ar Our newsletter is out!

Check out this week’s articles on our website https://bsic.it/

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A snapshot into one of BSIC’s activities: the Ge A snapshot into one of BSIC’s activities: the General Discussion.

This week’s GD was held by Matteo, discussing basis trading in fixed income markets.

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