Weekly Market Update
Market Action After France’s election equity markets took off across the globe, approaching recent highs. The Euro reached a five-month high after the results of France’s election and the nation’s stock market rose over 4% on Monday’s opening trade. China’s...The Fading of Shocks and the Complacency Spirit: A Realistic Midterm/Longterm View
There is a sense of a cyclical recovery around the world. The shocks of the last 8-10 years (financial crisis, EU debt crisis, commodities downturn) seem to be fading, and in their place we observe rising expectations regarding growth. The latest IMF report on the...Weekly Market Update
Market Action French bond yields and spreads to benchmark German bonds narrowed throughout the course of the week as the nation heads to the polls. The race is a tight contest between four major candidates. Since no majority for anyone is expected, a runoff in May is...Assessing Possible High Impact Outcomes: From Egypt to France, and from London to D.C.
As we go down the road where the improbable becomes probable and the non-tradable becomes tradable, we discuss below four possible outcomes that could alter the investment landscape. Those four are: The recently discovered offshore Egyptian energy resources; the...Weekly Market Update
Market Action The dollar fell against a number of currencies on Thursday, particularly the Yen and Yuan, as President Trump declared China to not be a currency manipulator and that he believed the dollar was too strong. In addition, the President declared that he...Sign Up for Our Publications
