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: Laura Hochstetler | On: November 5, 2017 |
Market Action Global equities set record highs again during the week, against a backdrop of solid economic and earnings growth. U.S. job growth accelerated in October after hurricane-related disruptions in […]
By: John E. Charalambakis | On: November 2, 2017 |
For this week’s commentary, we have chosen to look at three important indicators which could shape up the markets’ trajectory in 2018. We will start with the US which continues […]
By: Thierry Malleret | On: October 31, 2017 |
October 2017 The IMF has just increased GDP forecasts for all advanced economies – with the exception of Spain and the UK. When everything is going well, it’s time […]
By: Laura Hochstetler | On: October 29, 2017 |
Market Action The US economy grew at a faster-than-forecast pace of 3% in the third quarter, handily beating 2.5% forecasts. Economists had expected a moderate Q3 slowdown because of the […]
By: John E. Charalambakis | On: October 26, 2017 |
In this week’s commentary, we opted to discuss electric vehicles (EVs). We are of the opinion that EVs present good opportunities for investment consideration. Such investments could look into at […]
By: Laura Hochstetler | On: October 22, 2017 |
Market Action Global equities extended their gains this week and the Dow breached 23,000. Over the last week U.S. fund investors rushed into American and emerging market equities: Stock mutual […]
By: John E. Charalambakis | On: November 22, 2017 |
Valuation Fatigue and Credit Outlook: An Initial Assessment of 2018
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 […]