Market Valuations and Devolution: Mythos, Madness, or an Allegory?
Over the course of the last few days, some important pieces were published on the valuation of equities and bonds. At the same time we observed independent referendums taking place in Spain and in Kurdistan. The latter could possibly be signs of a devolutionary...Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
September 2017 There are no imminent signs that the global economic recovery is about to end. It is in fact accelerating: global growth should amount to 3.5% this year and 3.7% in 2018 (according to the OECD) – the fastest pace since 2011. The UK is the only...Weekly Market Update
Market Action Spanish authorities have confiscated millions of voting papers in Catalonia and stationed additional police in the region ahead of Sunday’s independence referendum, with the vote declared illegal by Madrid and Spain’s constitutional court....Market Implications of Forthcoming Central Banks’ Changing Policies: Liquidity & Recessionary Considerations
According to the Fed’s recent announcement, the US central bank will start shrinking its balance sheet shortly, while we are expecting it to raise short-term rates in December. At the same time, we are also expecting the central bank of England to also raise rates in...Weekly Market Update
Market Action Major stock indexes rose to records earlier this week, then decreased—closing mostly flat or slightly down for the week—while treasury yields increased, as global tension came back into the forefront with North Korea’s announcement that the country may...Sign Up for Our Publications
