Tag Archives: Stocks

Global Risk Monitor – December 1

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Global Risk Monitor – November 24

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Supply (lack of ) Driven Bull Market

I had an interesting conversation with an economist friend this morning about inflation and excess capacity. He sees no evidence of excess capacity in the U.S. economy, including the service sector, where he cannot find, say, a plumber for hire … Continue reading

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Global Risk Monitor – November 17

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Global Risk Monitor – November 10

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Week In Review – November 3: Are Credit and EM Starting To Crack?

  Global Stock Indices Turkey up Monday through Thursday but gave some back on bad inflation print Friday morning, which took the country’s 10-year rate up and currency down, bigly.   Turkey is one of the largest emerging markts.   Watch … Continue reading

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Global Risk Monitor – November 3

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Global Risk Monitor – October 27

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Global Risk Monitor – October 20

 

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Week In Review – October 6

Global Stock Indices The global stock bull market continues like a full force gale with the emerging markets leading the way.  The grand narrative of the market is the synchronized global recovery and the hope for U.S. tax cuts. The … Continue reading

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