by John E. Charalambakis | Aug 16, 2018 | Commentaries, Uncategorized
Over the course of the last few days, emerging markets currencies have been experiencing tremors due to contagion fears originating in the Turkish lira. As the first graph below shows, emerging market dollar-denominated debt has more than doubled in the last ten...
by Laura Hochstetler | Aug 11, 2018 | Uncategorized, Weekly Market Update
Market Action Global equities edged lower on the week, weighed down by contagion fears emanating from an intensifying Turkish currency crisis. The yield on the US 10-year note fell in reaction to the situation, slipping to 2.87% from 2.97% a week ago. The price of a...
by Laura Hochstetler | Aug 4, 2018 | Uncategorized, Weekly Market Update
Market Action The major US stock market benchmarks closed slightly positive for the week, while ex-US equities declined modestly on the week. The yield of the benchmark 10-year Treasury note was little changed for the week, ending at 2.95% after having stalled near 3%...
by John E. Charalambakis | Aug 1, 2018 | Commentaries, Uncategorized
Warning: This is not a commentary about warnings. Forecast: Why should anyone desire to be proven wrong? Market Indexes: Distorted and inadequate to capture market movements let alone the undercurrent fundamentals. In the not too distant past, when we look at the...
by Laura Hochstetler | Jul 28, 2018 | Uncategorized, Weekly Market Update
Market Action Global equities advanced on the week, underpinned by signs that trade tensions between the United States and the European Union are easing, generally solid earnings reports and upbeat economic growth data from the US. The yield on the US 10-year Treasury...
by Andy Quirk | Jul 24, 2018 | Crossroads, Uncategorized
Here are some critical issues to watch around the globe over the coming month: Global Impact: Trump’s Rhetoric Threatens the Rules Based Order US President Trump has created global concerns over his imposition of tariffs on China, the EU, Canada, Japan, and...