Weekly Market Update
Market Action The U.S. unemployment rate sank to its lowest level in 16 years after the May jobs report. The report says roughly 50,000 fewer jobs were created than the 185,000 anticipated but signs continue to point to a June rate increase from the Fed given overall...Tending the Garden: Credit Risks in the Ocean called Debt
Moody’s downgrade of Chinese debt a few days ago was treated like a non-event. Chinese domestic bond prices did not change and Chinese equity prices actually rose. Is that a sign of complacency?Chinese corporate sector debt exceeds 165% of China’s GDP. Of course when...Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
May 2017 The synchronized economic recovery continues to make headway, but the US and China, the engines that propel the global economy, are set to decelerate soon. We give below the reasons why Trump’s 3% GDP target is unrealistic and why US growth is likely...Weekly Market Update
Market Action Moody’s lowered China’s credit rating by two notches this week citing surging liabilities and weakening financial strength within the country. The move marks the first rating downgrade of China in over 25 years and was greeted harshly by the country’s...Financial Gravity and Paradigm Shifts: What Could Disrupt the Disruptors?
Over the course of the last year, investors poured billions of dollars into emerging markets, seeking higher yields and higher overall returns. Emerging markets have rewarded that trust, and as things are shaping up, it would not be surprising if emerging markets...Sign Up for Our Publications
