Publications
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: 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: 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: 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? […]