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Monthly Archives: January 2025
Global Risk Monitor: Week In Review – January 24
Key Data U.S. equity markets rallied, with the S&P 500 gaining 1.74% and setting a record high. AI investments of $500 billion are expected to fuel U.S. growth. The Bank of Japan raised interest rates to 0.5%, the highest since … Continue reading
Posted in Uncategorized
Tagged Economy, Federal Reserve, finance, Inflation, Interest rates, Investing, Stock Market
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The Best MLK Weekend Of All-Time
In celebration of MLK Weekend, we are reposting a repost of a post in honor of Dr. King, one of our most outstanding Americans, a true patriot, and a modern-day saint. Originally Posted on January 21, 2019 During my Lehman days … Continue reading
Posted in Politics, Uncategorized
Tagged civil-rights, Ebenezer Baptist Church, History, King Center, life, Martin Luther King, MLK, mlk-day
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Presidential Stock Markets
The performance of the Dow Jones Industrial Average (DJIA) under various U.S. presidents has long been a subject of debate, providing political fodder but offering limited actionable insights. The key drivers of market returns are often the initial conditions—such as … Continue reading
Global Risk Monitor: Week In Review – January 17
Weekly Economic and Market Summary Global markets rallied amid softer U.S. inflation data, with the S&P 500 rising +2.94% for the week, driven by gains in financials and industrials. European markets outperformed, led by France’s CAC 40 (+3.75%), Germany’s DAX … Continue reading
Posted in Uncategorized
Tagged Economy, Federal Reserve, finance, Inflation, Interest rates, Investing
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Europe’s North/South Economic Reversal
Great piece in today’s FT on the reversal of fortune in European economies. The Eurozone is experiencing a significant shift as the southern nations plus —Portugal, Italy, Ireland, Greece, and Spain—outperform their northern counterparts, particularly Germany, which faces economic stagnation. … Continue reading
Posted in Uncategorized
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Global Macro Monitor 