Weekly Market Update
Market Action Equities in the US returned to posting gains this week despite data that continues to portray a mixed recovery. Fed Chairwoman Yellen indicated a growing consensus in the FOMC of moving up the timeline for the first rate increase but lowering...
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Nauro Campos, “Football in the Time of Protest” (VOX, June 13, 2014) The FIFA World Cup has just started. In this short article, the economist analyzes why protests will co-exist with partying. Rent...
Energy Assets, and the Redrawing of Maps: Shifting Strategies & the Markets’ Reaction
How could ISIS, a group of few thousand radical Islamists (a.k.a. Islamic State of Iraq and Al-Sham) be able to gain control of such vital areas and threaten energy, geopolitical, and geoeconomic stability? Are we in the process of seeing the map of the Middle East...
Weekly Market Update
Market Action Stocks in the US ended their positive run with a down week. Data such as retail sales and consumer confidence were disappointing relative to expectations. Escalated turmoil in Iraq and Syria cooled risk taking sentiment. Energy markets saw big gains on...
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Adair Turner, “The Great Credit Impediment” (Project Syndicate, June 7, 2014) Lord Turner - a powerful voice on global financial matters - ponders whether low credit growth reflects low demand or...
The Romantic Economic Landscape: And They All Shall Have Prizes
The past two weeks have been quite historical. Let’s review some facts and ponder about the direction of the markets in the foreseeable future. Euroskeptics won major battles in several countries demonstrating the failure of a leadership that has created a sclerotic...
Weekly Market Update
Market Action Equities in the US closed at all time highs as the nation continues a slow but steady recovery. The jobs report published on Friday slightly beat expectations and revealed that the US economy has recovered all jobs lost during the Financial Crisis,...
Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Nouriel Roubini, “The Great Backlash” (Project Syndicate, May 31, 2014) In this short column, the economist / pundit argues that the backlash against globalization – and the freer movement of goods,...
A Review of the Most Important Global Events in May by Monthly Barometer
If hard evidence is needed that the global economy is in a “muddle through” situation, the latest data on global trade provides it. In the first quarter of this year, exports and imports from the G7 and the BRICs fell by respectively 2.6 and 0.1% (from the previous...
Weekly Market Update
Market Action US equity markets closed the month of May posting gains. It marks the fourth month in the year that stocks have posted gains. The S&P 500 and Dow Jones closed Friday at record highs Despite gains in equities the week was marked by considerable...
