August 27, 2018
August days in financial markets tend to be quiet. Volumes contract as many investors take to the sidelines. This time offers a chance to spend time with families and friends, read a book, enjoy a beer; in short, it’s a good time to sharpen our axes for the fall.
June 28, 2018
Just a month ago markets appeared enamored with President Trump’s agenda for deregulation, tax reform and fiscal stimulus. The prospect of protectionism was viewed as mere rhetoric from a president in perpetual campaign mode.
May 31, 2018
Like greenskeepers carefully tending to the needs of golf course greens with the arrival of spring, central banks face an equally delicate task of restoring national economies showing slower signs of life without killing off healthy ones, and seek stability over wild undulations.