Has the Unleashing of Animal Spirits Time Arrived? A Little Caution due to the Doom Loop
A year ago equity and commodity markets were in a panic mode. Chinese tremors, fears of deflation, oil prices below $30 a barrel, declining commodity prices (such as copper), and corporate earnings recession had infused fear in the markets. Now, a year later we found...Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
February 2017 For the first time in years, we see the possibility of an upside in global growth rather than the opposite. Stronger data keeps coming from the countries/regions that matter the most economically: the US, the EU, China and Asia. Therefore, (1) the...Weekly Market Update
Market Action The Dow Jones has hit 11 consecutive closing highs, a streak that hasn’t been seen since 1987. Plans for tax reform this summer and higher GDP growth goals from the administration have helped fuel the rally. A number of economic indicators buoyed...U.S. Economic Developments Meet European Politics: Upswing Targets Convergence
The equities market continues its upswing trend and as its tide rises, other equity markets around the world follow it too, given that expectations and economic fundamentals in other places around the globe (Asia, Europe) are rising too. A couple of weeks ago we...Weekly Market Update
Market Action Another week and another set of new highs for major U.S. indices. The growth in stocks this week has pushed equities to their richest valuation (on a forward looking basis) since 2004. French bonds have been trading at double last year’s volume over the...Sign Up for Our Publications
