Weekly Market Update
Global Market News Global equities reboundGlobal equities rebounded this week. Both the S&P 500 and Dow Jones rose this week, 2.74% and 3.44% respectively. The Nasdaq also gained, closing 2.35% up on the week. The yield on the US 10-year Treasury increased...Geopolitical Challenges and Statecraft
President Biden traveled across Europe last week with the goal of strengthening relations with European allies and renewing multilateral collaboration on critical global issues such as climate change and trade policy. In our summaries this week, we review two...On Rates, Monetary Policy, and Valuations: Is it Worth it to Take a Closer Look at Additional European Portfolio Exposure?
More than two weeks ago (on Friday June 4th), we sent an email message to our clients explaining that some metrics and trends make us uncomfortable. Furthermore, we discussed that some trailing stops were initiated. We do not believe that the fundamentals face major...Weekly Market Update
Global Market News Global equities tumbleGlobal equities tumbled this week as the Federal Reserve revised its inflation expectations. The S&P 500 closed 1.91% down while the Dow Jones posted its worst week since October, losing 3.45%. The Nasdaq also dropped,...The Day After & the Era of Transformation
Here is our take on the articles summarized below: Classical liberalism – advocating civil liberties and economic freedom under a set of properly defined laws – is one of the foundational ideas of the American experiment. For this week’s summaries,...Sign Up for Our Publications
