Markets
Conundrum(s) Revisited – Equities,fixed income and bullion
With capital markets aspiring to a rapid return to normality, it is appropriate to examine conundrums as well as linkages between equities, fixed income and ……Read More
Business
Economy
Markets Aspire to Immaculate Transition; Reality Tougher
We see corrections as being an essential part of checks and balances that ascertain the robustness of assumptions being built into markets. In this context, ……Read More
Economy
Risk of Addiction to O.P.M.-Other People’s Money
As cyclical indicators worldwide indicate bottoming out and amidst crucial meetings from Jackson Hole for central banks last week to later this week the London ……Read More
Economy
Many A Slip Twixt The Cup And The Lip
Although different from complacency after strong growth into 2007, now we see complacency of a different hue. The perfect certainty recently on display in the ……Read More
Economy
Consumers Are Not Bamboo Green Shoots;Market Risk and Rates
Globally, we see the consumer as not the economic equivalent of bamboo green shoots—one of the hardiest and fastest growing plants used in Asia from ……Read More
Economy
Is It Valuation or the Economy?
Not just from the young and restless, in June/early Aug. 2009 chatter grew about valuation expansion as market driver. We unequivocally do not consider the ……Read More