Publications
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: 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: Laura Hochstetler | On: April 27, 2019 |
Weekly Market Update
Market Action Global equities rose on the week, underpinned by better than expected earnings reports, particularly in the United States. The yield on the US 10-year Treasury note declined to […]
By: John E. Charalambakis | On: April 25, 2019 |
Market Records in the Midst of a Maturing Credit Cycle: How Would Cicero React?
The S&P 500 as well as the Nasdaq hit record highs on Tuesday. What’s next? Can we answer that question without considering the surrounding context and especially the stage of […]
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 […]