Publications
By: Thierry Malleret | On: May 18, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Martin Wolf, “Time for Draghi to Open the Sluice” (Financial Times, May 13, 2014 – metered paywall) The […]
By: The BlackSummit Team | On: May 17, 2014 |
Weekly Market Update
Market Action A positive start to equities this week quickly reversed course by the time markets opened on Wednesday. Low US Retail Sales prefaced poor data from China and Australia […]
By: The BlackSummit Team | On: May 11, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Room for Debate: “How to Regulate Disruption” (The New York Times, May 6, 2014 – metered paywall) As […]
By: The BlackSummit Team | On: May 9, 2014 |
Weekly Market Update
Market Action Poor international data inspired a downward start this past week. PMI data from China indicated contraction while escalating Ukrainian instability and more punitive sanctions coming from Europe against […]
By: Thierry Malleret | On: May 5, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Raghuram Rajan, “Containing Competitive Monetary Easing” (Project Syndicate, April 28, 2014) This is an article based on a […]
By: The BlackSummit Team | On: May 4, 2014 |
Weekly Market Update
Market Action Talk of M&A activity early in the week elevated markets as GE’s attempt to acquire Alstom and Pfizer’s bid for AstraZeneca dominated headlines. Stronger than expected data on […]
By: The BlackSummit Team | On: May 2, 2014 |
A Review of the Most Important Global Events in April by Monthly Barometer
Despite inflation surging in countries like Brazil and Russia, the global economic environment remains deflationary. Leaving aside the big deflationary trends such as aging, weak aggregate demand, stagnating real wages, […]
By: John E. Charalambakis | On: April 29, 2014 |
Prudential Banking: Giving Credit Where Credit is Due
Early this morning I was listening to the announcement about Deutsche Bank’s (DB) profits, which came in “better than expected” and hence its stock price gained more than 2% for […]
By: Thierry Malleret | On: April 27, 2014 |
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Martin Wolf, “A More Equal Society Will Not Hinder Growth” (Financial Times, April 24, 2014 – metered paywall) […]
By: The BlackSummit Team | On: April 25, 2014 |
Weekly Market Update
Market Action Equity markets started the week strong as a supposed agreement to deescalate tensions between Russia and Ukraine cooled risk concerns and paired with strong earnings reports, particularly from […]
By: John E. Charalambakis | On: May 24, 2014 |
Anything Goes: Lessons Learned from Market Sages
One of the greatest privileges in my life is to sit down with people I admire and be taught important lessons. I had that honor again last Thursday in London, […]