Weekly Market Update
Market Action Several major global markets netted gains thanks to a rally by the end of the week. Equities followed Mario Draghi’s lead after the ECB President hinted at more stimulus due to falling inflation expectations in the Eurozone. Other stimulus chatter from...Is a Secular Bear Knocking at Market’s Door? The Escalator of Spending
We are crossing correction territory (a drop of more than 10%) for some equity markets in developed countries around the world. This has brought questions about the possibility of a secular bear market (a drop of more than 20%) that will wipe out stocks. The causes...Weekly Market Update
Market Action The second trading week of the year was again unkind to stocks around the globe. A number of catalysts have been thrown out in the press from China entering a bear market, low energy prices, the Fed’s increase last month among others. A considerable...Market Sentiment and Residual Confusions: On the Finite Unpredictability of Uncertain Outcomes
Yesterday, the South African Rand lost 10% of its value. The South African economy is viewed as unstable due to its domestic politics (the President changed the Minister of Finance twice within a week) as well as its dependence on exports to China. The reality of a...Weekly Market Update
Market Action U.S. markets got off to their worst start ever to a new year. The selling was virtually indiscriminate, with every sector and segment of the market down. Further worries about Chinese growth, the renminbi, and how regulators manage falling asset prices...Sign Up for Our Publications
