by Thierry Malleret | Aug 13, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world Mark Gilbert, “Sausages, Cats and the ECB” (Bloomberg View, August 8, 2014) In the words of a former governor of the Bank of England, formulating monetary policy at the ECB is like “herding cats”. In...
by Joel Charalambakis | Aug 8, 2014 | Weekly Market Update
Market Action Stocks rallied in the U.S. on Friday to squeeze out small gains for the week after having erased YTD gain last Friday. Elsewhere around the globe however the results for the week remain depressing. European markets have compounded weakness demonstrated...
by Thierry Malleret | Aug 6, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world David Bowers, “Treasury Yields – The Only Way is Up” (Financial Times, July 30, 2014 – paywall) The MD of Absolute Strategy Research addresses one of the most important issues for investors and argues...
by Joel Charalambakis | Aug 2, 2014 | Weekly Market Update
The Dow has effectively erased its YTD gains as of this week as concerns over the potential for accelerated Fed action for interest rates, the stabilitiy of the European banking system as illustrated by Espirito Santo, the Israeli/Hamas conflict and the technical bond...
by Thierry Malleret | Aug 1, 2014 | Weekly Market Update
The global economy continues to fall short of expectations. GDP growth in high-income economies remains sluggish, including in the US and the UK – the two countries where the upturn is the strongest. In most emerging markets, output is stumbling, most notably in...
by Thierry Malleret | Jul 30, 2014 | Weekly Market Update
5 insightful op-eds or articles to help make sense of today’s world Mohamed El-Erian, “What to Do About the Jobs-Growth Conundrum” (Bloomberg View, July 22, 2014) Allianz’s chief economic adviser looks at one of today’s greatest economic conundrums: why has the US...