Weekly Market Update
Market Action Markets around the globe moved higher in unison this week although the catalysts seem to deviate. U.S. data this week showed promise for the economy while in China and Europe weak reports suggest further easing measures for longer. The most recent U.S....Rendezvous with the Future: Looking Forward Through the Lenses of the Past Quarter Century
In this commentary, and in future postings, neither do we intend to outline all possible scenarios regarding the unfolding of geopolitical and geoeconomic events, nor do we suggest that the anchoring of portfolios is the only thing that investors should do. Rather, we...Monthly Barometer’s Forward-Looking Monthly Review: An Interdisciplinary View of our Complex Global Economy
Today’s world is safer and richer than it has ever been, but this is of little comfort to those whose expectations are repeatedly disappointed. When one starts connecting the economic, geopolitical, societal and environmental dots, reasons to worry are mounting. In...Weekly Market Update
Market Action For the second straight week U.S. equities markets posted robust returns though they remain down on the year so far. Yields on benchmark bonds also remain stubbornly low, indicating confidence is still lacking over future equity returns. The British...Systemic Risks and Collateral Velocity, Part II: Credit Bottlenecks and Market Tremors
In our commentary dated February 10th (http://stage.blacksummitfg.com/3375) we outlined the significance of collateral velocity and the inherent dangers of another crisis given that the main culprit (derivatives) of the 2008 crisis has not been addressed yet. The...Sign Up for Our Publications
