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: 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: January 15, 2020 |
Looking back to 2019, we don’t think that it would be a stretch to claim that lower rates and the dovish approach by the Fed lifted up valuations and played […]
By: Rachel Poole | On: January 11, 2020 |
Market Action Global equities continued their record run this week. The Dow Jones crossed 29,000 for the first time ever on Friday. The yield on the US 10-year Treasury note […]
By: John E. Charalambakis | On: January 8, 2020 |
There is no doubt that the death of Qassem Soleimani may become a stepping-stone for rising violence, turmoil, volatility, risks, and even a new war in a troubled region of […]
By: Rachel Poole | On: January 4, 2020 |
Market Action Global equities changed little this week after gains made earlier in the week were given up after a US airstrike killed the top Iranian general in Baghdad, […]
By: Rachel Poole | On: January 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 The United […]
By: John E. Charalambakis | On: December 30, 2019 |
In the boarding area I could clearly see three distinct figures: Johannes Bredenburg, Sir John Templeton, and Spinoza. I knew that I was destined for another treat in this end-of-year […]
By: John E. Charalambakis | On: January 27, 2020 |
Global Trade, PMIs, Transformation, and Market Implications: When Lincoln Read Whitman’s Poetry
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 […]