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 with China and other non-Western Hemisphere actors. He has published more than...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. In the EU, important steps were taken preparing for a Banking Union that will close...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 present an overview of the semiconductor sector in the context of their applications....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 stands at a three-year high (see graph below). How could that be explained and how...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 said that, we should also state that we expect some tightening in the spreads between...Sign Up for Our Publications
