Global Markets

5 Weekend Thoughts: Big Ben, EU Bonds, and Politics

By Alex Salomon 1. Short and sweet yet arguably my most important finding of the week: I firmly believe that neither the ECB nor the Fed could take a chance on using one of their few remaining bullets BEFORE the Greek election results (June 17)… Further to this point, there was…

5 Weekend Thoughts: Euro Style

By Alex Salomon 1. “Duh” moment of the week: France’s Francois Hollande insisting on Eurobonds is proof that he is not willing to implement the structural reforms needed to drive “real” and lasting growth (not debt-fueled growth). It is not that Eurobonds are not desirable or a future solution. But he…

Grexit: 5 Scenarios Facing Greece

By Alex Salomon So many articles are being written about the impending exit of Greece from the Euro and maybe parts of the European Union, it is becoming very difficult to write something new and fresh about the topic. Furthermore, consider all the articles written about the impending survival plans to…

Keeping An Eye On Europe

By Joshua Schroeder Recent US economic data have been surprising to the upside.  The combination of better than expected home sales, regional manufacturing activity and jobless claims have helped to take the S&P 500 up nearly 20% since the Fall of 2011. And with the recent stock market gains and the…

China Biding its Time, Focusing on the Future

By Andrew Nyquist For much of the late 90’s and early 2000’s, China enjoyed the West’s addiction to low cost manufactured goods.  Western-driven demand spurred exports and pushed Chinese GDP figures to double-digits.  The more the West “off-shored,” the more China produced.  Couple this with a pro-growth monetary policy and infinite…

Euro Bonds, Market Technicals, and Social Mood

By Andrew Nyquist A few high level thoughts for this week and the week ahead: 1)  Euro Bonds on the Horizon???:  Word out of Europe is Euro bonds may be on the horizon.  Finally the possibility of some action after a painfully slow response by European powerbrokers such as Germany.  It seems Europe is just…

Leadership in a Time of Crisis

With the threat of a dreaded double-dip recession looming on the horizon and unemployment promising to remain stubbornly high for the foreseeable future, the 2012 election cycle seems ever more likely to once again be all about the economy, stupid.  Unless President Obama is able to demonstrate real progress over…

In the News: Holiday Weekend Wrap, Euro Style

From bailouts to protests to politics and prognostications, the holiday weekend was chock-full of news… and grilling… and brews; Here are 10 headlines from the weekend that was.   European Debt Crisis #1  [Monday night] Futures surge on Greek Bailout Report? #2  Here’s What’s Going to Happen When Greece Defaults #3  The Hidden…