Weekly Market Update
Market Action Global equity markets were buoyed late in the week by hopes for a truce in the US–China trade war and optimism that a Brexit deal might be reached by the end of the month. The yield on the 10-year US Treasury note rose 19 basis points higher than a week...False Positive Signals Meet Immanuel Kant: Recessionary Indications & Portfolio Considerations
Composite models that assess the risk of a recession in the next 12 months indicate that the probability of a recession happening in the next 12 months has fallen slightly. However, such reading in our humble opinion is mistaken due to a false positive signal related...Weekly Market Update
Market Action Global equities declined this past week amid signs of slowing US growth. The outlook for slower growth also pushed down the yield on the US 10-year Treasury note 14 basis points to 1.54%. The price of a barrel of West Texas Intermediate crude oil fell...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America The US House of Representatives has launched an official impeachment inquiry into...Weekly Market Update
Market Action Global equities were modestly lower on the week, while the yield on the US 10-year Treasury note declined 9 basis points to 1.69%. The price of a barrel of West Texas Intermediate crude oil declined $3 to $55.65 as most Saudi oil production came back on...Sign Up for Our Publications
