Publications
By: Andy Quirk | On: January 23, 2018 |
CROSSROADS
This monthly briefing will keep you up-to-date on the major geopolitical and geoeconomic issues of the time, allowing you to identify potential risks and strategize accordingly. It will cover topics […]
By: Laura Hochstetler | On: January 21, 2018 |
Weekly Market Update
by Andy Quirk Market Action The U.S. Federal Government officially shut down in the early hours of Saturday as Democrats blocked a stopgap spending measure, allowing government funding to […]
By: Ken Rietz | On: January 18, 2018 |
Sector Focus: Shipping
The transportation sector can be divided into regional transportation (train, road, and airplane) and global transportation which is largely comprised of maritime shipping. Although this division is not very precise […]
By: Laura Hochstetler | On: January 14, 2018 |
Weekly Market Update
Market Action The Euro rose to a three-year high versus the dollar on Friday after German party leaders reached a breakthrough in talks to form a “grand coalition” and minutes […]
By: Laura Hochstetler | On: January 7, 2018 |
Weekly Market Update
Market Action The Dow Jones Industrial Average closed above 25,000 for the first time on Thursday, while the FTSE 100 and MSCI Asia Pacific also closed at all-time highs during […]
By: Thierry Malleret | On: January 4, 2018 |
Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
December 2017 2017 ends with the world economy performing well and in better shape than expected this time last year. Yet, three dark clouds hang over the global economic outlook: […]
By: Laura Hochstetler | On: December 30, 2017 |
Weekly Market Update
Market Action World stocks, as measured by the MSCI All-Country World Index, have risen every month this year – the first time in its history that a calendar year has […]
By: John E. Charalambakis | On: December 28, 2017 |
Sublime Madness Meets the Graveyards of Certainty: A Conversation Among Handel, Berkley, Shakespeare, and Bonhoeffer
I boarded my end-of-year flight from Cincinnati to Paris, excited of whom I would meet this year, and as I was boarding I heard a deep voice stating: “You have […]
By: Laura Hochstetler | On: December 23, 2017 |
Weekly Market Update
Market Action The US tax reform bill was passed by both houses of Congress this week and signed into law on Friday. The law will reduce taxes for corporations and […]
By: Ken Rietz | On: December 21, 2017 |
Sector Focus: Healthcare
The healthcare sector is a growing and complex part of the economy, particularly in the US. The certainties and uncertainties of an aging Baby Boomer population who will expect virtually […]
By: John E. Charalambakis | On: January 10, 2018 |
Foreseeable Economic Prospects and Equity Markets: Sizing up the New Year
As a starting point, let’s briefly review a few of the forces that are shaping up equities in a positive trajectory during at least the first few months of 2018. […]