Weekly Market Update
Market Action Thanks to a strong jobs report on Friday U.S. stocks rallied to end the week slightly positive. European equities declined sharply this week after a disappointing policy announcement from the ECB relative to expectations. The ECB lowered its main policy...The Investment Paths of 2016, Part II: From Risks to Opportunities
Much ado about nothing may end up being not just a Shakespeare play but also the reality that will sink in after the Fed starts raising short term rates. All those talks, analyses, papers, assessments, and myriads of opinions about the terrible effects that the rate...Diverging Asymmetries and Market Fragilities: Understanding the Investment Paths of 2016, Part I
Well-respected publications such as The Economist and The Financial Times have recently published extensive reports regarding the threats to the global economy from emerging markets’ debt. The fact is that emerging market economies have accumulated significant amounts...Weekly Market Update
Market Action Despite continuing concerns about the vibrancy of the retail sector stocks posted a strong week, led by the Consumer Discretionary sector. Emerging markets are posed to record their first acceleration in growth in 2016 since 2010 according to a new...Weekly Market Update
Market Action Stocks delivered one of their worst weeks since August, when China’s devaluation and macro concerns sparked volatility. Every sector, save for Utilities, saw a sharp downturn as poor retail sales and earning reports combined with increased tightening...Sign Up for Our Publications
