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At Close: Jun 03, 2026
Dealing With The Next Downturn
11:56am, Friday, 07'th Feb 2020
For 2020, we're not too worried about an economic downturn. In fact, we are expecting some pickup in growth. There's some more room, but in terms of dealing wit
K2 Advisors: First-Quarter Hedge-Fund Strategy Outlook
09:21am, Friday, 07'th Feb 2020
A rotation into non-US equity markets may become evident in 2020, and many macro commodity trading advisors and equity long/short managers may benefit from this
Closing The European Performance Gap
11:57am, Thursday, 06'th Feb 2020
The events that drove 2019’s market rally in Europe - accommodative central bank monetary policy, a clearer Brexit path and progress on a US-China trade deal -
A Value Investor View Of Market Dynamics And Potential Dislocations
02:21pm, Tuesday, 04'th Feb 2020
Equities saw strong 2019 performances across the globe. The UK market has lagged equities globally and still trades at a discount on a number of measures. Withi
Stocks Finishing On Poor Note, While The Dollar And Bonds Firm
01:23pm, Friday, 31'st Jan 2020
In the Asia-Pacific, Japan, Taiwan, and Australian equities firmed. Disappointing data weighed on European equities. The Dow Jones Stoxx 600 is off about 2.5% t
The Season Of The Witch
01:11pm, Thursday, 23'rd Jan 2020
Politics is always part of the markets. Most of the time though they take a second seat to economic data. We are about to enter a time when politics are going t
ECB holds policy steady, launches policy strategy review
12:59pm, Thursday, 23'rd Jan 2020
As expected, the European Central Bank leaves key interest rates unchanged and expects them to stay at present or lower levels until it sees inflation outlook rising to close to, but below, 2% in its
ECB's Strategic Review And The Coronavirus Command Investors' Attention
12:51pm, Thursday, 23'rd Jan 2020
The Shanghai Composite tumbled 2.75% today, bringing the week's loss to 3.2%, the most in five months. Europe equities are lower for the fourth day, but losses
The U.S.-China Trade Deal Presents A Paradox For Markets
08:15am, Thursday, 23'rd Jan 2020
Last week, the US and China signed their Phase 1 trade agreement. This trade deal is both inconsequential in real terms as well as extremely important because o
Trump plans to talk 'big trade deal' with European Union
02:39pm, Tuesday, 21'st Jan 2020
President Trump says "we've been talking about it for a while and hopefully we can get something done" regarding a potential trade deal with they European Union, Bloomberg reports."A deal
International Economic Week In Review 1/13-1/17
04:41pm, Monday, 20'th Jan 2020
China appears to be stabilizing. U.K. and EU data are still soft. Global equity markets are generally in good shape.
Eurozone Inflation - Not Much The ECB Can Do About It
03:55pm, Monday, 20'th Jan 2020
The European Central Bank faces something of a problem - inflation's too low in the eurozone. OK, we know how to increase inflation, but the appropriate policy
Germany, Maybe Europe: No Signs Of The Bottom
08:30pm, Friday, 17'th Jan 2020
For anyone thinking the global economy is turning around, it's not the kind of thing you want to hear. Year-over-year, industry at least across all of Europe co
China And The U.K. Surprise In Opposite Directions
12:39pm, Friday, 17'th Jan 2020
Nearly all the markets in the Asia-Pacific region advanced, and the seventh consecutive weekly rally is the longest in a couple of years. Europe's Dow Jones Sto
What To Expect From G10 Central Banks In 2020
04:28am, Wednesday, 15'th Jan 2020
We see the risks skewed towards modest additional policy easing from the Fed in mid-2020. For the time being, we think the Bank of England will hold off on easi
