Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment.
The market déjà vu is real: after 164 trading days, the S&P 500 is up 10%—exactly the same gain seen at this point in Trump’s first term.
The Fed delivered its first rate cut since the end of...
As President Trump’s tariffs trigger a wave of financial and diplomatic disputes, Asia’s largest powers are reassessing their alliances and strategic priorities, signalling a significant shift from...
1. US Inflation Numbers Open the Door to a Rate Cut This Month
US inflation ticked higher in August, with headline CPI rising to 2.9%, the highest since January, and Core CPI holding at 3.1%....
America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being...
For the first time in the last 4 years, the number of unemployed people exceeds the number of job openings in the US. This change underlines significant slowdown in labour demand creating a stark...
Buy-and-hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald Read, a seemingly unassuming janitor taught himself how to...
The chart below shows gold holdings (in yellow) and US Treasuries holdings as a percentage of foreign reserves. Gold is now a larger holding than US Treasuries for the first time in 30 years.
We...
Precious metals are shining this year, with gold being now one of the best-performing asset YTD, with silver closing in on its heels.
Introduction
Gold occupies a special place in human history as...
Some studies suggest that AI could take over as much as 95% of the work performed by consultants today. It raises a pressing question: will clients still be willing to pay premium fees for human-led...
From lab to market – time for Europe’s quantum leap
Introduction
The European Commission’s Quantum Strategy, released in July 2025, delineates a comprehensive plan to establish Europe as a global...