Publications
By: Rachel Poole | On: June 1, 2019 |
Weekly Market Update
Market Action The euro, and European markets at large, are relatively stable as the fear of a wave of anti-EU and nationalist parties being elected to the European Parliament did […]
By: Laura Hochstetler | On: May 25, 2019 |
Weekly Market Update
Market Action Global equities were little changed from a week ago, though trading throughout the week was choppy. The yield on the US 10-year Treasury note fell 8 basis points […]
By: John E. Charalambakis | On: May 22, 2019 |
The Bigger Picture: Reverberations and Echoes from Mapsidios Practices
Whether we look at the Pacific region or at US markets we observe elevated anxiety regarding the evolution of the trade disputes. Mutual trust has been undermined, harsher steps are […]
By: Laura Hochstetler | On: May 18, 2019 |
Weekly Market Update
Market Action Global equities recouped some of the ground lost last week amid the breakdown in US-China trade talks. The yield on the US 10-year Treasury note continued to decline, […]
By: John E. Charalambakis | On: May 14, 2019 |
Market Trajectory: Pieter Bruegel Tweeting from Purgatory
It seems that in the midst of the markets’ significant drop yesterday, I had not paid attention to the tweet by Bruegel. Have you seen the tweet by Pieter Bruegel? […]
By: Laura Hochstetler | On: May 11, 2019 |
Weekly Market Update
Market Action Global equities fell on the week amid a setback in US-China trade talks. The US 10-year Treasury note fell to 2.44% from 2.53% last week, while the price […]
By: John E. Charalambakis | On: May 7, 2019 |
An Omen in the Making? The Argentinian and Turkish Developments
The president’s threat to increase tariffs on Chinese products from 10% to 25%, sent volatility way high yesterday (see chart below). Moreover, the president’s threat via two tweets caused the […]
By: Laura Hochstetler | On: May 4, 2019 |
Weekly Market Update
Market Action Global equities were little changed on the week. The same held true for interest rates, with the yield on the 10-year US Treasury note rising two basis points […]
By: Rachel Poole | On: May 3, 2019 |
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America The United States Department of Justice released a long-awaited, lightly redacted report by […]
By: John E. Charalambakis | On: May 3, 2019 |
Very Short Reflections on Value
We invite our readers to watch this video which is wonderfully done. Euro Banknotes – Made to Last And now our simple and humble questions: How about fire? Would ever […]
By: John E. Charalambakis | On: May 30, 2019 |
EU Elections and Other Unfolding Stories: What Can we Decipher?
The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, […]