Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “Markets Are Making a Sucker’s Bet on Europe” (Bloomberg View, August 14, 2013) Or why bad economic data is regarded as good news by the markets… The financial pundit...

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former governor of the Bank of England, formulating monetary policy at the ECB is like “herding cats”. In...

Weekly Selections from Monthly Barometer

5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The MD of Absolute Strategy Research addresses one of the most important issues for investors and argues...