Publications
By: Rachel Poole | On: August 10, 2019 |
Weekly Market Update
Market Action By noon on Friday, global equities had recovered some of the sharp losses recorded on Monday. The yield on the 10-year US Treasury note fell to 1.70% from […]
By: John E. Charalambakis | On: August 7, 2019 |
The Compounding of Risks: Trade Wars in the Midst of Cheapening Currencies
The risks of an economic slowdown is compounded by trade war rhetoric, a Brexit without a deal, the reduction of short-term rates (Asian central banks lowered their rates in the […]
By: Laura Hochstetler | On: August 3, 2019 |
Weekly Market Update
Market Action Global equities were lower on the week in reaction to escalating US–China trade tensions. The yield on the 10-year US Treasury note tumbled 21 basis points to 1.87% […]
By: Rachel Poole | On: August 1, 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 Trade talks between the US and China have resumed this week in Shanghai. […]
By: John E. Charalambakis | On: July 30, 2019 |
Center for Financial Stability Roundtable Presentation
The Center for Financial Stability (CFS) recently hosted a roundtable discussion on European Central Bank (ECB) monetary policy with Philipp Hartmann. Philipp is Deputy Director General for research at the […]
By: Laura Hochstetler | On: July 27, 2019 |
Weekly Market Update
Market Action The Nasdaq Composite and the S&P 500 closed the week at record highs as strong earnings and healthy growth in gross domestic product buoyed stocks across the board. […]
By: John E. Charalambakis | On: July 24, 2019 |
Deglobalization and Disruption Meets Deconstruction: Isaiah Berlin and the Crooked Timber of Trading
Danny Rodrick might have been right after all when he argued in his 1997 book (titled Has Globalization Gone Too Far?) that we should be careful how far we are […]
By: Rachel Poole | On: July 20, 2019 |
Weekly Market Update
Market Action Global equities saw little change this week, but the yield on the US 10-year Treasury note dropped 8 basis points to 2.05%. The price of a barrel of […]
By: John E. Charalambakis | On: July 18, 2019 |
Xenophon’s Oeconomicus Meets the Rabbits that Got the Guns
In last week’s commentary, we discussed some perspectives of gathering clouds over the short-term horizon (6-10 months). We expressed the opinion that caution is warranted regarding new market highs given […]
By: Laura Hochstetler | On: July 13, 2019 |
Weekly Market Update
Market Action Global equities were firmer on the week as major US indices reached record highs, with both the S&P 500 Index and the Dow Jones Industrial Average marking new […]
By: John E. Charalambakis | On: August 15, 2019 |
Another Perspective on the Recent Market Turmoil: Squandering the Stewardship of the International System
T.S. Elliot pronounced that Virgil’s Aeneid was a universal classic since the poem reflects the foundation of how you create and preserve a world system. The Aeneid displays in a […]