Weekly Market Update
Market Action Poor international data inspired a downward start this past week. PMI data from China indicated contraction while escalating Ukrainian instability and more punitive sanctions coming from Europe against Russia spooked equities A number of high profile...Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Raghuram Rajan, “Containing Competitive Monetary Easing” (Project Syndicate, April 28, 2014) This is an article based on a speech that the governor of the Reserve Bank of India gave on the fringe of...Weekly Market Update
Market Action Talk of M&A activity early in the week elevated markets as GE’s attempt to acquire Alstom and Pfizer’s bid for AstraZeneca dominated headlines. Stronger than expected data on Pending Home Sales also worked to move markets up Major economic data...A Review of the Most Important Global Events in April by Monthly Barometer
Despite inflation surging in countries like Brazil and Russia, the global economic environment remains deflationary. Leaving aside the big deflationary trends such as aging, weak aggregate demand, stagnating real wages, etc., China is a big concern as its growth...Weekly Selections from Monthly Barometer
5 insightful op-eds or articles to help make sense of today’s world Martin Wolf, “A More Equal Society Will Not Hinder Growth” (Financial Times, April 24, 2014 – metered paywall) This is yet another review of Piketty’s much celebrated book (“Capital in the 21st...Sign Up for Our Publications
