Emerging Markets Developments and the Growth Trajectory
Just a couple of days ago, the Chinese authorities announced that growth this year is expected to range between 6-6.5%. A number of publications pointed out that this is the slowest growth rate in a couple of decades, but our opinion is that it is pretty healthy under...Projected Q1 Earnings Contraction: Valuations, Momentum, and Resistance Levels
Confused perspectives in the last quarter of 2018 created havoc in markets. However, since the beginning of this year the pause in interest rates hiking along with reduced tensions in the trade warfare have eased pressures and are creating an upswing wave and a new...Impotent Realism vs. Impossible Idealism: Simplicissimus of the Land of Stable Disequilibrium Meets Cardinal Richelieu of the Land of Unstable Equilibrium
The year 1648 symbolizes the beginning of the modern era. Moreover, the Westphalia Treaty signed in 1648 gave us the international state system and became a cornerstone of “laws” governing warfare that has been shaping world affairs ever since. “War is the father of...On Earnings and Economic Prospects: Risks Assessment
Since the beginning of the year, equity as well as debt-related markets have been on an upswing. The concession given by the Fed on rate increases, the truce on trade disputes with China, the stabilization of earnings expectations, and the encouraging news on...Between Fear and Hope: Let’s Choose Hope
We are at an economic, financial, and political crossroad. That crossroad extends from the East and reaches out to the West. From fear of an economic slowdown in China and its effects on the economies and the markets around the globe, to the fear of Brexit and its...Sign Up for Our Publications
