By: Andy Quirk | On: May 5, 2018 |
Market Action Argentina’s central bank shocked markets by raising interest rates to 40 percent on Friday. The peso moved nearly 5 percent higher to 21.17 against the dollar, but remains […]
By: John E. Charalambakis | On: May 2, 2018 |
We live by appearances and as we pretend that all things are getting better and that debts do not matter we are becoming villains perpetuating a culture of Pyrrhonism[1] where […]
By: Laura Hochstetler | On: April 28, 2018 |
Market Action Global equities were little changed on the week, recovering ground lost at midweek. The yield on the US 10-year Treasury note rose three basis points from last Friday, […]
By: Andy Quirk | On: April 26, 2018 |
Important issues to watch around the globe: United States – North Korea summit Arguably the most important geopolitical news of this month is the possibility of a summit between the […]
By: Laura Hochstetler | On: April 21, 2018 |
Market Action Global equities rose modestly this week, boosted by broad strength in commodities and a strong start to earnings season. The blended earnings growth rate, which combines the S&P […]
By: John E. Charalambakis | On: April 19, 2018 |
This year’s market gyrations should be viewed under the microscope of leverage. When we do that as the first figure shows below, then we can possibly start comprehending that in […]
By: Laura Hochstetler | On: April 14, 2018 |
Market Action Global equities climbed this week despite fluctuating sentiment about the prospects of a trade war between the US and China and heightened geopolitical tension over Syria. Oil prices […]
By: Ken Rietz | On: April 12, 2018 |
This week we continue our review of the different sectors within the S&P and in the commentary below we discuss the industrial sector. Overall, the industrial sector globally is healthy […]
By: Andy Quirk | On: April 7, 2018 |
Market Action This week has been challenging for investors as they struggle to grapple with the impact of trade threats and counter-threats between the US and China. China responded to […]
By: John E. Charalambakis | On: April 5, 2018 |
In this week’s commentary, we would like to discuss our perspective for the short-term based on some changes we have been observing in the market. However, before we show this […]
By: John E. Charalambakis | On: May 10, 2018 |
Dollar Trajectory and Geopolitical Tensions: The New Thucydides Route
The dollar has been getting stronger at a time when the Chinese have started to price oil in renminbi. In simple statecraft language, such action by the Chinese could just […]