By: Thierry Malleret | On: January 30, 2015 |
Yet again and despite the fillip of collapsing oil prices, projections for global growth have been revised downwards – to 3.5% this year and 3.7% in 2016, down from […]
By: Daniel Stelter | On: January 26, 2015 |
Despite all the advertising, launching quantitative easing (QE) in Europe may well be counter-productive. This is due in no small part to significant structural differences between the U.S. and European […]
By: Joel Charalambakis | On: January 25, 2015 |
Market Action Markets got the sugar rush they had long been craving as Mario Draghi announced a QE program involving €60 billion per month starting next month through at least […]
By: Joel Charalambakis | On: January 23, 2015 |
Geopolitical Headlines Saudi Arabia Saudi Arabia’s King Abdullah Azziz al-Saud passed away on Thursday at the age of 90. He had been hospitalized with a case of pneumonia for weeks. […]
By: Joel Charalambakis | On: January 16, 2015 |
Market Action U.S. markets on Friday ended a five-day streak of losses for risk assets. A combination of weak economic data, global growth concerns and disappointing Q4 earnings contributed to […]
By: Daniel Stelter | On: January 16, 2015 |
Following the start of Abenomics in 2012, Japan moved back to the center of attention of global financial markets. After two and a half decades of economic stagnation, hopes were […]
By: John E. Charalambakis | On: January 11, 2015 |
The Euro – the epitome of what is known as a dysfunctional currency- is shaking. It seems that the Fed no longer needs to support it at those irrational levels, […]
By: Joel Charalambakis | On: January 9, 2015 |
Market Action A strong jobs report published Friday could not assuage markets, pushing them down overall on the week and 2015 so far. While the headline jobs growth exceeded forecasts […]
By: Joel Charalambakis | On: January 4, 2015 |
Market Action Rising volatility in U.S. markets and international worries pushed major indices down for the past week. Some disappointing data, particularly in housing, took some steam out of equities. […]
By: Thierry Malleret | On: January 2, 2015 |
The combat against lowflation, or possibly deflation, will be by far the greatest economic challenge of 2015. The world economy is now deflation-prone, and in almost all developed economies, […]
By: John E. Charalambakis | On: January 21, 2015 |
Fait Accompli: Searching for Answers Where Answers Cannot Be Found
As it is widely expected, the ECB will unveil today its own version of QE. Welcome to a dead-end where central banks may resemble Prometheus bound by chains made by […]