Publications
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: Laura Hochstetler | On: December 17, 2017 |
Weekly Market Update
Market Action Flash estimates of purchasing managers indices suggest that global economic momentum has persisted into December. Manufacturing PMI for Europe hit a record high of 60.6 in December, and […]
By: Joel Charalambakis | On: December 14, 2017 |
Russian Engagement in Latin America: An Update
by Evan Ellis Evan Ellis, Phd, is a research professor of Latin American Studies at the U.S. Army War College Strategic Studies Institute with a focus on the region’s relationships […]
By: John E. Charalambakis | On: December 11, 2017 |
Banks and Financial Stability: A Uniquely Transformational Story
In the last few days, we had three pretty interesting developments related to the banking sector around the globe: EU developments, Basel 3, and an IMF report regarding China’s banks. […]
By: Laura Hochstetler | On: December 9, 2017 |
Weekly Market Update
Market Action The U.K. and the E.U. reached an agreement Friday on Brexit terms after six months of tense talks. The deal clears the path for discussions to start next […]
By: Ken Rietz | On: December 6, 2017 |
Sector Focus: Semiconductors
Over the course of the next several weeks, we will be discussing our views on particular sectors which in our opinion may present some challenges and opportunities. This week we […]
By: Laura Hochstetler | On: December 3, 2017 |
Weekly Market Update
Market Action November was the best month for Eurozone factories in over 17 years. IHS Markit’s final manufacturing PMI for the Eurozone climbed to 60.1 last month from October’s 58.5. […]
By: Thierry Malleret | On: December 1, 2017 |
Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
November 2017 The global economic outlook remains sunny, with growth stronger than expected in most parts of the world. This benign state of affairs could be misleading because “averages” […]
By: John E. Charalambakis | On: November 30, 2017 |
Monetary Trends and 2018 Outlook: Searching for Value
The recent data on M3 (a broader definition of money supply that includes money market funds and large time deposits) show that its growth has been 6.5% (year-on-year) and actually […]
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 […]