Growth-Value Divergence and Other Obscurities
The coronavirus has been credited with causing recent market volatility. In a single day last week, the gains made in January were wiped out, while this week the market gains erased all of last week losses. Could it be that the market is searching for direction and...Crossroads: At the Intersection of Geopolitics and Geoeconomics
Here is a summary of the most important events that unfolded last month, and which may affect economic, financial and geopolitical issues in the months ahead: North America An airstrike launched by the US government in Iraq killed top Iranian general Qassem...Weekly Market Update – February 1, 2020
Market Action Global equities struggled this week as worries over the coronavirus spread faster than the virus itself. Anxiety about the outbreak caused the yield on the US 10-year Treasury note to fall 17 basis points to 1.53%, as the yield curve flattened....Global Trade, PMIs, Transformation, and Market Implications: When Lincoln Read Whitman’s Poetry
The latest figures on global trade portray a picture of contraction. Have we entered into a period of deglobalization? The figures tell us a story of the longest period of contraction since the crisis more than ten years ago. Six consecutive months of year-on-year...Weekly Market Update
Market Action Global equities saw little change this week while the opposite can be said for the yield on the US 10-year Treasury note. Investor concern over the rapidly spreading coronavirus outbreak which could inhibit global growth sent the yield on the US...Sign Up for Our Publications
