By: Laura Hochstetler | On: September 15, 2018 |
Market Action Global equities rebounded this week, spurred by calmer emerging markets and modest hopes that US-China talks will defuse growing trade tensions. The yield on the US 10-year Treasury […]
By: Ken Rietz | On: September 12, 2018 |
Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) are the first US companies to cross the one trillion dollar market cap ribbon, with Apple winning by a nose. (They are not the first […]
By: Laura Hochstetler | On: September 8, 2018 |
Market Action Global equity prices slipped on the week amid ongoing emerging market concerns. The yield on the 10-year US Treasury note rose 12 basis points to 2.94% as US […]
By: John E. Charalambakis | On: September 5, 2018 |
Over the course of the next few months, problems in emerging markets may intensify. Here is a list of the primary candidates: Turkey, Brazil, Argentina, and China. We certainly do […]
By: Laura Hochstetler | On: September 1, 2018 |
Market Action The S&P 500, Nasdaq 100 and Russell 2000 indices all hit new record highs this week. The yield on the US 10-year Treasury note edged up 2 basis […]
By: Andy Quirk | On: August 29, 2018 |
Here are some critical issues to watch around the globe over the coming month: North America The US and Mexico have reached an agreement to revise key portions of […]
By: Laura Hochstetler | On: August 25, 2018 |
Market Action On Wednesday, the US stock market set a record for the longest-ever bull market (9 years, 5 months, 13 days) in spite of fresh political developments signaling new […]
By: John E. Charalambakis | On: August 22, 2018 |
With very little doubt the good earnings growth has uplifted and sustained stocks to high levels. At the same time, good economic growth has uplifted consumer and business confidence levels […]
By: Andy Quirk | On: August 18, 2018 |
Market Action It was a good week for US stocks as the Dow and the S&P 500 saw major gains on Thursday. US government debt yields fell this week amidst […]
By: John E. Charalambakis | On: August 16, 2018 |
Over the course of the last few days, emerging markets currencies have been experiencing tremors due to contagion fears originating in the Turkish lira. As the first graph below shows, […]
By: John E. Charalambakis | On: September 19, 2018 |
Monetary Policy, Currency Misalignments, and Markets’ Memory: Pausing the Hiking of Rates
Inflows to emerging markets dropped by over 65% between July and August of this year. A strengthening American economy and the growing trade tensions have created a rout in emerging […]