Browsing Tag


Economic and market themes: 2014-03-07

Themes for today: The US faces political constraints in a cyclical downturn that will limit government response The US private surplus is under assault Europe is improving and upgrades to bank stocks are bullish The Fed tends to…

Economic and market themes: 2014-02-28

Themes for today Emerging market political risk is now front and center. US data suggests consumption growth is vulnerable to poor wage trends. The European periphery banks are benefitting from lower sovereign yields. The potential…

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