Weekly Market Update
Market Action Global equities were little changed on the week, while the yield on the US 10-year Treasury note rose 3 basis points to 2.06% and the price of a barrel of West Texas Intermediate crude oil fell $1 to $52.35. Volatility, as measured by the Chicago Board...
Weekly Market Update
Market Action Global equities rose last week amid signs that central banks are preparing to act if the global economy continues to weaken. With the market pricing in multiple rate cuts from the US Federal Reserve, the yield on the US 10-year Treasury note fell 11...
Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America The United States has announced it will impose tariffs on Mexico to pressure them to curb migration. Starting in June, there will be a 5% tariff on all goods from...
Weekly Market Update
Market Action The euro, and European markets at large, are relatively stable as the fear of a wave of anti-EU and nationalist parties being elected to the European Parliament did not come to pass. These groups did, however, manage to secure 23% of the seats in...
EU Elections and Other Unfolding Stories: What Can we Decipher?
The EU elections held last weekend throughout the EU provided us with some important lessons that could prove to be pivotal in the unfolding drama in the land where Eurocrats, traditionalists, Eurosceptics, nationalists, and populists are embracing the certainty of...
Weekly Market Update
Market Action Global equities were little changed from a week ago, though trading throughout the week was choppy. The yield on the US 10-year Treasury note fell 8 basis points to 2.32% on growing concerns the current trade war will be protracted and on evidence of...
The Bigger Picture: Reverberations and Echoes from Mapsidios Practices
Whether we look at the Pacific region or at US markets we observe elevated anxiety regarding the evolution of the trade disputes. Mutual trust has been undermined, harsher steps are taken, miscalculations abound, and the consequences of all these have implications for...
Weekly Market Update
Market Action Global equities recouped some of the ground lost last week amid the breakdown in US-China trade talks. The yield on the US 10-year Treasury note continued to decline, falling to 2.40% from 2.44% a week ago. The price of a barrel of West Texas...
Market Trajectory: Pieter Bruegel Tweeting from Purgatory
It seems that in the midst of the markets’ significant drop yesterday, I had not paid attention to the tweet by Bruegel. Have you seen the tweet by Pieter Bruegel? He seems to be disturbed by what he calls a rebellion against the natural order of things. He seems to...
Weekly Market Update
Market Action Global equities fell on the week amid a setback in US-China trade talks. The US 10-year Treasury note fell to 2.44% from 2.53% last week, while the price of West Texas Intermediate crude oil remained flat at around $61.90 a barrel. Volatility, as...