Commentary/Blog

By: Ken Rietz | On: January 18, 2018 |

Sector Focus: Shipping

The transportation sector can be divided into regional transportation (train, road, and airplane) and global transportation which is largely comprised of maritime shipping. Although this division is not very precise […]

By: Laura Hochstetler | On: January 14, 2018 |

Weekly Market Update

Market Action The Euro rose to a three-year high versus the dollar on Friday after German party leaders reached a breakthrough in talks to form a “grand coalition” and minutes […]

By: John E. Charalambakis | On: January 10, 2018 |

Foreseeable Economic Prospects and Equity Markets: Sizing up the New Year

As a starting point, let’s briefly review a few of the forces that are shaping up equities in a positive trajectory during at least the first few months of 2018. […]

By: Laura Hochstetler | On: January 7, 2018 |

Weekly Market Update

Market Action The Dow Jones Industrial Average closed above 25,000 for the first time on Thursday, while the FTSE 100 and MSCI Asia Pacific also closed at all-time highs during […]

By: Thierry Malleret | On: January 4, 2018 |

Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy

December 2017 2017 ends with the world economy performing well and in better shape than expected this time last year. Yet, three dark clouds hang over the global economic outlook: […]

By: Laura Hochstetler | On: December 30, 2017 |

Weekly Market Update

Market Action World stocks, as measured by the MSCI All-Country World Index, have risen every month this year – the first time in its history that a calendar year has […]

By: John E. Charalambakis | On: December 28, 2017 |

Sublime Madness Meets the Graveyards of Certainty: A Conversation Among Handel, Berkley, Shakespeare, and Bonhoeffer

I boarded my end-of-year flight from Cincinnati to Paris, excited of whom I would meet this year, and as I was boarding I heard a deep voice stating: “You have […]

By: Laura Hochstetler | On: December 23, 2017 |

Weekly Market Update

Market Action The US tax reform bill was passed by both houses of Congress this week and signed into law on Friday. The law will reduce taxes for corporations and […]

By: Ken Rietz | On: December 21, 2017 |

Sector Focus: Healthcare

The healthcare sector is a growing and complex part of the economy, particularly in the US. The certainties and uncertainties of an aging Baby Boomer population who will expect virtually […]

By: Laura Hochstetler | On: December 17, 2017 |

Weekly Market Update

Market Action Flash estimates of purchasing managers indices suggest that global economic momentum has persisted into December. Manufacturing PMI for Europe hit a record high of 60.6 in December, and […]

By: Joel Charalambakis | On: December 14, 2017 |

Russian Engagement in Latin America: An Update

by Evan Ellis Evan Ellis, Phd, is a research professor of Latin American Studies at the U.S. Army War College Strategic Studies Institute with a focus on the region’s relationships […]