By: Rachel Poole | On: March 3, 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 The last […]
By: Rachel Poole | On: February 29, 2020 |
Market Action Global equities fell dramatically this week as the coronavirus spread outside of China at a high rate, and fears of a global recession skyrocketed. US stocks had their worst […]
By: John E. Charalambakis | On: February 25, 2020 |
The Coronavirus is spreading beyond China and that shook the markets both last Friday and even more so yesterday to the point that equity indexes are down for the year. […]
By: Rachel Poole | On: February 22, 2020 |
Market Action Re-emerged fears over the spread of the coronavirus seem to be the cause of the fall of global equities this week. The yield on the US 10-year Treasury […]
By: John E. Charalambakis | On: February 18, 2020 |
There is little doubt that the accommodative/expansionary monetary policy of the last 10+ years has been chasing investors and funds out the risk curve but also down the quality ladder. […]
By: Rachel Poole | On: February 15, 2020 |
Market Action Global equities were stronger on the week while the yield on the US 10-year Treasury note dropped two basis points to 1.57%. The price of a barrel […]
By: Joel Charalambakis | On: February 12, 2020 |
“So your advantage of scale can be an informational advantage. If I go to some remote place, I may see Wrigley chewing gum alongside Glotz’s chewing gum. Well, I know […]
By: Rachel Poole | On: February 8, 2020 |
Market Action Global equities improved on the week as fears of a coronavirus pandemic that would cripple economic growth began to subside. The yield on the US 10-year Treasury […]
By: John E. Charalambakis | On: February 6, 2020 |
The coronavirus has been credited with causing recent market volatility. In a single day last week, the gains made in January were wiped out, while this week the market gains […]
By: Rachel Poole | On: February 3, 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 An […]
By: John E. Charalambakis | On: March 4, 2020 |
Fed in Action, Volatility, and Expectations: Are There Any Clear Signs?
The Fed cut rates yesterday by 50 bps. It was a move expected but not between meetings of the FOMC. Such a rush sent the wrong signals, generated some panic […]