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...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here are some critical issues to watch around the globe over the coming month: North America At the G-20 summit this past weekend, the U.S. and China agreed to restart trade talks. This is a step in the right direction after trade tensions escalated with Chinese tech...Weekly Market Update
Market Action Global equities were slightly lower on the week, with markets awaiting news from the ongoing G20 summit in Japan. Yields on the US 10-year Treasury note dipped 6 basis points to 2.00%, compared with last Friday, while the price of a barrel of West Texas...Sign Up for Our Publications
