Market Turmoil, Portfolios and Commodities: Time to Diversify, Part I
As a starting point allow me please to summarize what we communicated to our clients during the recent market turmoil. First, let’s review what we perceive are the main causes of the turmoil which may continue in the near future: The bond market is experiencing losses...Tech Earnings, Gold Performance, and Bond Jitters: The Dollar Link
It seems that we may be in for another tech-earnings party today. As these lines are being drafted, Microsoft and Facebook are expected to report rising profits and anticipation is lifted higher and higher as Google, Apple, and Amazon will be announcing results today...Dollar Weakness and Economic Developments: What are the Implications and Where Might it be Headed?
At the beginning of 2017, it cost $1.06 (USD) to buy one euro. As of today, $1.235 is needed to buy the same euro. Does that reflect US economic weakness or just EU strength? How about the greenback against the British pound? In early 2017 it cost $1.24 to buy the...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. Growth has been picking up pace globally – the much celebrated synchronized recovery – and...Sign Up for Our Publications
