By: Laura Hochstetler | On: December 9, 2017 |
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 |
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 |
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 |
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 |
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: November 22, 2017 |
Given the fundamental trends, we expect global growth to remain healthy in 2018, and therefore we also expect that the credit risk appetite will also remain healthy in 2018. Having […]
By: Laura Hochstetler | On: November 19, 2017 |
Market Action Global equities edged slightly lower this week amid an uptick in volatility. Yields on benchmark US 10-year Treasury notes slipped a few basis points to 2.35%, and the […]
By: John E. Charalambakis | On: November 15, 2017 |
The proxy war between the Kingdom of Saudi Arabia (KSA) and Iran is intensifying and our fear is that it may ignite a regional conflict with far-reaching global consequences, especially […]
By: Laura Hochstetler | On: November 12, 2017 |
Market Action Global equities reached all-time highs at midweek before backing down amid anxiety about delays in US corporate tax cuts. Saudi Arabia’s crackdown on corruption, growing tensions between Iran […]
By: Laura Hochstetler | On: November 9, 2017 |
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. […]