By: Rachel Poole | On: September 24, 2020 |
At a time when conflicting voices are raised as to when full recovery will arrive, we are pleased to present below a summary of four articles with unique insights that […]
By: Rachel Poole | On: September 19, 2020 |
Global Market News Global equities continue to dropAfter a strong start to the week for US tech and airline companies, global equities dropped lower on the week. The yield on […]
By: John E. Charalambakis | On: September 15, 2020 |
We are of the opinion that the output gap in the US by the end of the year will range between 2.5-3.5%. However, for the European Union (EU), we expect […]
By: Rachel Poole | On: September 12, 2020 |
Global Market News Global equities drop Global equities were down on the week after a tech selloff on Tuesday. By the end of trading on Friday, markets had recovered much […]
By: Rachel Poole | On: September 10, 2020 |
Most Dangerous Waters in the World Are in the Mediterranean James Stavridis – Bloomberg Read the full article here There are three reasons Mr. Stavridis outlines to argue that the Mediterranean is […]
By: John E. Charalambakis | On: September 9, 2020 |
The most recent Fed’s decision to turn policy on its head and pursue higher inflation targets for the sake of stimulating the economy, reminds us of a grand strategy without […]
By: Tyler Thompson | On: September 5, 2020 |
September 4, 2020 Global Market News Global equities dropThis week, global equities fell as US mega-cap technology stocks came under selling pressure. The yield on the US 10-year Treasury note remained […]
By: Rachel Poole | On: September 4, 2020 |
U.S. Election Priced as Worst Event Risk in VIX Futures History Michael P. Regan, BloombergRead the full article here Election season has traditionally been a source of volatility in the markets, […]
By: Rachel Poole | On: September 2, 2020 |
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial, and geopolitical issues in the months ahead: North America This month […]
By: Rachel Poole | On: August 29, 2020 |
Global Market News Global equities hit record highs This week, global equities rose to new highs. The S&P 500 Index is near to the end of its best-performing month of […]
By: John E. Charalambakis | On: September 22, 2020 |
Mustard Seed Developments: Could Epictetus’s Discourses Teach us Anything About Rising Uncertainty?
More than twenty years ago I read a book by Tom Sine titled “Mustard Seed versus McWorld”. I had met the author a couple of years earlier when we both […]