Publications
By: Laura Hochstetler | On: May 27, 2018 |
Weekly Market Update
Market Action The EU began enforcing the General Data Protection Regulation (GDPR), which applies to any company doing business in the bloc and includes new privacy rights as well as […]
By: Laura Hochstetler | On: May 24, 2018 |
Unelected Power: The Quest for Legitimacy in Central Banking and the Regulatory State (Interview)
Sir Paul Tucker is a fellow at the Harvard Kennedy School and chair of the Systemic Risk Council. Previously, he was Deputy Governor at the Bank of England, sitting on […]
By: Andy Quirk | On: May 19, 2018 |
Weekly Market Update
Market Action The stock market gave back 25% of last week’s gains as investors watched US-China trade tensions. Both the Dow and S&P 500 fell 0.5% and the Nasdaq lost […]
By: Laura Hochstetler | On: May 13, 2018 |
Weekly Market Update
Market Action Global equities showed a solid advance on the week, helping push the major US benchmarks back into positive territory for the year to date. Crude oil prices reached […]
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 […]
By: Andy Quirk | On: May 5, 2018 |
Weekly Market Update
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 |
Market Isosthenia in a World of Etatism: The Triumph of Illiberalism
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 |
Weekly Market Update
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 |
CROSSROADS
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 |
Weekly Market Update
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: May 17, 2018 |
The Revenge of the Long-Term Cycle: Portfolio Enhancement
In late 1999/early 2000, the excitement of the internet and the dot-com exuberance attracted capital away from investments that require a medium to long-term perspective. The result was that supplies […]