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Don’t be Fooled by the Rally: Turkey Remains Under Pressure
The crisis in Turkey is rapidly evolving, with new developments emerging every day. Turkish assets sold off significantly from August[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Cracks Appearing in Five Highly Leveraged Economies
Cracks are starting to appear in five highly leveraged economies: Canada, Australia, Norway, Sweden and New Zealand.
Can Holiday Spending Rescue Retail?
This year saw a lot of buzz about the retail apocalypse as a record number of retailers filed for bankruptcy,[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
Friday Fact: US-China Trade Data Measures the Damage
The fact that US trade with China has declined shouldn’t be a surprise. But how bad is the damage? The[…]
Inching Toward a Deal: What’s Next in the US-China Trade Negotiations
The US and China surprised me with their announcement of a small, “phase one” trade deal last week. Here’s a[…]
Border Tax: Should We Anticipate a Backdoor Gasoline Tax?
How might the new administration make good on its promise of a lower corporate tax rate? The House has proposed[…]
Are China’s Pork Pains Inflated?
Pork prices in China are up 70% year over year. But they may be distracting from a more concerning story[…]
US Midterm Elections: The Base Case Scenario and Its Implications
The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight website is giving the Democrats an 85.6%[…]
Dutch Election Results: What Do They Mean for France?
Global markets breathed a collective sigh of relief last week when it became clear that Geert Wilders’ anti-European Party for[…]
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