Publications

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: Laura Hochstetler | On: April 20, 2019 |

Weekly Market Update

Market Action Global equities increased slightly on the week. The US 10-year Treasury note rose to 2.56% from 2.50% last week, while the price of West Texas Intermediate crude oil […]

By: John E. Charalambakis | On: April 17, 2019 |

Echoes from the Riviera of Purgatory: Investing for the Future

“China is in deep trouble”; “China is recovering” “All hell is breaking loose with the trade war”; “We are very close to a trade deal” “Brexit on March 29th”; “Brexit […]

By: Laura Hochstetler | On: April 13, 2019 |

Weekly Market Update

Market Action Global equities rose this week while the yield on the US 10-year Treasury note rose 6 basis points to 2.55% on signs of a stabilizing global economy. The […]

By: Laura Hochstetler | On: April 6, 2019 |

Weekly Market Update

Market Action Global equities were higher on the week; so too were yields on the 10-year US Treasury note, which rose to 2.49% from 2.42% a week ago on signs […]

By: John E. Charalambakis | On: April 4, 2019 |

The Bond Market and Investors’ Assertiveness

On March 28, the 10-year Treasury’s yield dropped to 2.34% due to exaggerated fears of an imminent recession. The drop in rates in the first quarter of this year (see […]

By: Laura Hochstetler | On: March 30, 2019 |

Weekly Market Update

Market Action Global equities rose on the week as interest rates rebounded from their recent lows in developed markets. The yield on the US 10-year Treasury note fell to 2.40% from […]