By: Laura Hochstetler | On: October 5, 2019 |
Market Action Global equities declined this past week amid signs of slowing US growth. The outlook for slower growth also pushed down the yield on the US 10-year Treasury note […]
By: Rachel Poole | On: October 2, 2019 |
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 […]
By: Laura Hochstetler | On: September 28, 2019 |
Market Action Global equities were modestly lower on the week, while the yield on the US 10-year Treasury note declined 9 basis points to 1.69%. The price of a barrel […]
By: John E. Charalambakis | On: September 26, 2019 |
What do the US and UK political developments as well as the stock market valuation have to do with the Peloponnesian War fought between Athens and Sparta (431-404 BCE)? In […]
By: Laura Hochstetler | On: September 21, 2019 |
Market Action Global equities closed higher on the week while the yield on the US 10-year Treasury note declined 8 basis points to 1.78% and the price of a barrel […]
By: John E. Charalambakis | On: September 19, 2019 |
In the course of the last couple of days the Fed has been injecting significant amounts of liquidity (to the tune of $75 billion per day) into the financial system. […]
By: Laura Hochstetler | On: September 14, 2019 |
Market Action Global equities rose on the week while interest rates moved up sharply. Easing recession fears and hopes for progress in US-China and Brexit talks helped boost investor sentiment. […]
By: John E. Charalambakis | On: September 12, 2019 |
The story of humankind has been a long tale of war, tyranny, misery, conflict, and illiberalism. To that extent the recent decades of relative peace and prosperity, along with the […]
By: Laura Hochstetler | On: September 7, 2019 |
Market Action Global equities rose last week as part of a risk-on rally in asset prices due to a slightly brighter outlook for US-China trade talks, receding risks of an […]
By: Rachel Poole | On: September 3, 2019 |
Here are some critical issues to watch around the globe over the coming month: North America At the start of the month, the United States (US) announced sanctions on […]
By: John E. Charalambakis | On: October 8, 2019 |
False Positive Signals Meet Immanuel Kant: Recessionary Indications & Portfolio Considerations
Composite models that assess the risk of a recession in the next 12 months indicate that the probability of a recession happening in the next 12 months has fallen slightly. […]