by Thierry Malleret | Feb 29, 2016 | Weekly Market Update
Today’s world is safer and richer than it has ever been, but this is of little comfort to those whose expectations are repeatedly disappointed. When one starts connecting the economic, geopolitical, societal and environmental dots, reasons to worry are mounting. In...
by Joel Charalambakis | Feb 28, 2016 | Weekly Market Update
Market Action For the second straight week U.S. equities markets posted robust returns though they remain down on the year so far. Yields on benchmark bonds also remain stubbornly low, indicating confidence is still lacking over future equity returns. The British...
by Joel Charalambakis | Feb 20, 2016 | Weekly Market Update
Market Action Global stocks had their best week of 2016 thanks largely to softer expectations from monetary authorities. China continues to inject cash into the economy and reported strong credit growth last month. Meanwhile European authorities articulated a strong...
by Joel Charalambakis | Feb 14, 2016 | Weekly Market Update
Market Action Global markets posted another wild week even though Chinese markets were closed due to the New Year. Volatility out of Japan and Honk Kong and the poor performance of the financial sector weighed heavily on stocks despite a relief rally on Friday. Oil...
by Joel Charalambakis | Feb 6, 2016 | Weekly Market Update
Market Action Markets continued their poor start to 2016 with another down week. Technology and Biotech names were sold off especially hard due to a combination of poor earnings from some key names and regulatory scrutiny over drug prices. The U.S. employment report...
by Thierry Malleret | Feb 1, 2016 | Weekly Market Update
The global economy is about to enter its “third dip” (after the subprime and the Eurozone crises). The IMF just revised downwards its 2016 forecast for global growth to 3.4% (from 3.6%) and the World Bank to 2.9% for real GDP growth (down from 3.3%). Most likely these...