Markets
Uncertainty Driving Pinball Markets, Standards Key
Entering the last month of Q1/2010, uncertainty appears to drive pinball behavior in markets. Alongside credit shock, we believe key to be the unfolding of ……Read More
Business
Economy
Politics, Pivots, Dividends and Growth
In a fell swoop by increasing its discount rate and with ramifications still to unfold, the Federal Reserve has re-asserted its leadership not only as ……Read More
Economy
Beyond No Standards — Volatile Markets Now Re- establishing Standards
Currently, market behavior appears indicative of a process of re-establishing standards when looking to 2010 and beyond. Our assessment applies broadly from currency in dollar ……Read More
Economy
Tough New World
Welcome to the tough new world is our takeaway from 2010 to date. Before the unfolding of the credit crunch from 2007 and even subsequently ……Read More
Economy
Risk Tweaking the Market’s Tale
In many ways, the tale of the market for 2009 was of tremendous momentum, first down for economies and capital markets followed from March 2009 ……Read More
Economy
Reset Amidst Yin and Yang of Flows and Fundamentals
We see a potentially substantive reset currently taking place through early 2010 amidst the yin and yang of flows and fundamentals that is inevitably part ……Read More