On the Rising Dollar, Crowded Trades, and Market Prospects: The Background to the 2015 Season
We have entered an era where currency values may move markets into uncharted territory. At the same time complacency and the fact that investments are driven by central banks’ moves, has created an atmosphere where investment activity is more reactive rather than...Weekly Market Update
Market Action The stock markets in the U.S. experienced another uplifting week thanks to positive internal data as well as a wave of monetary support offered by authorities in China and Europe. Core inflation levels inched closer to targets set by the Federal Reserve...Derailing Market Optimism: Where is the Engine of Growth?
When we compare equity and oil markets over the course of the last four years it is easy to see that markets in the US are reaching record highs while oil prices are reaching record lows. Obviously, the Fed’s intervention has been a catalyst for the markets’...Weekly Market Update
Market Action Markets were relatively calm across al asset classes this week in the U.S. Earnings season continues to support a positive tone to equity markets as roughly three quarters of firms have reported bottom lines above estimates. Asian markets rose in the...Weekly Market Update
Market Action U.S. markets continued their move up this week as the jobs report released Friday and other data confirm consolidating economic growth. Earnings data from the third quarter has come in largely beating expectations, lifting stocks. Europe continues to...Sign Up for Our Publications
