Deglobalization and Disruption Meets Deconstruction: Isaiah Berlin and the Crooked Timber of Trading
Danny Rodrick might have been right after all when he argued in his 1997 book (titled Has Globalization Gone Too Far?) that we should be careful how far we are pushing the boundaries of globalization. Globalization inevitably gave rise to some tensions and facts, such...Weekly Market Update
Market Action Global equities saw little change this week, but the yield on the US 10-year Treasury note dropped 8 basis points to 2.05%. The price of a barrel of West Texas Intermediate crude oil fell almost $5 to $55. 60 while volatility rose from 12.7 to 13.3, as...Xenophon’s Oeconomicus Meets the Rabbits that Got the Guns
In last week’s commentary, we discussed some perspectives of gathering clouds over the short-term horizon (6-10 months). We expressed the opinion that caution is warranted regarding new market highs given that small caps do not follow the rally, and most importantly...Weekly Market Update
Market Action Global equities were firmer on the week as major US indices reached record highs, with both the S&P 500 Index and the Dow Jones Industrial Average marking new milestones above 3,000 and 27,000, respectively. The yield on the US 10-year note rose 18...When the Rabbits Get the Guns
Data from around the world show that economic activity is slowing down. At the same time, the trade uncertainty exacerbates the concerns that a slowdown crowned with an intensifying trade war during geopolitical disputes could derail growth and expectations at a time...Sign Up for Our Publications
