Monthly Archives: December 2024

Global Risk Monitor: Week In Review – December 13

Key Developments: Monetary Divergence: ECB and SNB reduced rates to address economic slowdowns, while Fed signals a hawkish cut with a 97% probability of easing next week. Sticky Inflation: U.S. core CPI rose 3.3% YoY in November, highlighting persistent inflationary … Continue reading

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EM Currencies Getting Shellacked

  Check out our Global Risk Monitor’s currency table in the post below, which shows Mexico and  Brazil’s currency down 20 percent plus against the dollar in 2024.  A surging US dollar and a “confluence of bad news” have sparked … Continue reading

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The American Diet

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Metaverse Lost

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Day of Infamy

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Global Risk Monitor: Week In Review – December 6

Global markets experienced a mixed yet eventful week, marked by a rally in U.S. growth stocks, diverging sector performance, and critical macroeconomic data releases. The NASDAQ surged over 3% for its third consecutive weekly gain, joining the S&P 500 in … Continue reading

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The $100 trillion Global Economy

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How COVID-era Monetary Policy Changed Everything

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