Weekly Selections from Monthly Barometer
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...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...A Review of the Most Important Global Events in July by Monthly Barometer
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...Weekly Selections from Monthly Barometer
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...Weekly Market Update
US equity markets had a rough week in the last full week of the month. The Dow saw its largest decline in seven weeks after Goldman Sachs issued a late report stating the firm’s neutral position towards stocks for the next three months. While the S&P and Nasdaq...Sign Up for Our Publications
