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Political Games in the EU: Playing Chicken
Fans of the “Fast & Furious” movies know the game of chicken. Two cars race toward each other, each driver[…]
Friday Fact: Indicators of a Hot Economy
It may be chilly outside this spring, but two data releases this week indicate that the US economy is running[…]
Don’t Give Up on Bank Stocks Just Yet
US bank shares are in a bear market. The KBW Bank Index fell 20% in 2018. That’s much worse than[…]
Let’s Get Technical: The Story Behind the Loan Market Swoon
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices[…]
China’s Bond Markets – Two Reasons Why the Year of the Dog Might Have Some Bite
The Year of the Dog may not be known for being the most auspicious, but for China’s local, renminbi-denominated bond[…]
Global Banks – Who Is Swimming Naked?
The outlook for most large banks around the world remains favorable – one reason is that many global banks have[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
Crude Oil: The Bane of a Commodity Trader’s Existence
Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year.
Equity Earnings: Where Will We Run in 2017?
The burning question for equity investors is: what will happen to earnings in 2017?
Italy Rejects Constitutional Reform Referendum
Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted.
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