It is an intriguing love story filled with jealous suitors, a spot of harassment, and a final impulsive decision to wed – without a pre-nup or even a short term plan for the future. But it was “love at first sight” at least according to the Whole...
It is true that things move quickly in Emerging Markets but the fact that Argentina pipped the US treasury to the post in issuing a 100 year bond this week is startling. A “century bond” was also issued by Mexico in 2010, and is extraordinary due to the...
As we hurtle towards mid-Summer, equity markets are in a breezy, Summery mood indeed. It seems prudent to first start in France where Emanuel Macron’s solid win in assembly elections seemed to shore up support for a reformist wave of “Macron-omics”...
As we approach mid-June the S&P 500 is flirting with record highs, after technology stocks rallied and financials strengthened in expectation of a Fed rate rise. To the north, Canada’s central bank also looked to be set to raise rates, which caused that...
As we sit here in early June markets are distinctly lack luster . . with movements of less than 1% in US markets in the first four trading days. There was a holding of collective breath in advance of “Triple Risk Thursday” on June 8, and it is fair to say...
