EU on the Rocks in Un-Nerving Global Seas
An index of news articles covering economic and political uncertainty suggests that global uncertainty has never been higher. The rise in this...
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Shadow Risk Premium and the JPY
"America-First" Policy's Long-term Implications and the BOJ’s QQE Program.In this paper we have focused on the excessively low JGB market yield...
328 Views
USA Economic Momentum May Sustain Dollar Rally into Year End
The market is churning as it awaits key events this week, the OPEC meeting, Italian referendum, month-end position squaring. Oil prices slipped as...
230 Views
Trump's Anti-Globalization Policies Atop His Agenda
There are a lot of moving parts in global financial markets that are yet to come together and make a cohesive narrative for global investors. For...
247 Views
Glass Half-Full so Far on Trumpnomics, but Risks Are Lurking
The market views Trumpnomics as a glass half full at the moment. The rise in global yields and surge in USD has not spilled over to weaker...
281 Views