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: Rachel Poole | On: February 1, 2020 |
Market Action Global equities struggled this week as worries over the coronavirus spread faster than the virus itself. Anxiety about the outbreak caused the yield on the US 10-year […]
By: John E. Charalambakis | On: January 27, 2020 |
The latest figures on global trade portray a picture of contraction. Have we entered into a period of deglobalization? The figures tell us a story of the longest period of […]
By: Rachel Poole | On: January 25, 2020 |
Market Action Global equities saw little change this week while the opposite can be said for the yield on the US 10-year Treasury note. Investor concern over the rapidly […]
By: Joel Charalambakis | On: January 22, 2020 | Tags: Guest Commentary
By Joel N. Charalambakis “In the long term, it’s hard for a stock to earn a much better return than the business which underlies it earns. If the business […]
By: Rachel Poole | On: January 18, 2020 |
Market Action Global equities continued their advance into record territory, again crossing the 29,000 line. Despite the strong equity market performance, the yield on the 10-year US Treasury remained […]
By: John E. Charalambakis | On: February 18, 2020 |
Debt, Aristotle, and the Fed: A Virtuous Vice?
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. […]