Global Markets

5 Weekend Thoughts: A Random Walk Through This Week’s News

Last week, I mentioned how the slower week of July 4th should be enjoyed, if possible, with welcoming rest, fun, friendship and family. It’s generally a slow week for the domestic markets and one that allows market participants and everyday folks a chance to catch their collective breath. I really…

Sweet Hopes and Greece Dreams

By Alex Salomon With my eyes fully opened, I am keenly aware that Greece is facing yet another moment of national destiny, where they could finally rise up to their forefathers and their pride and heritage, or become the center stage of a dreadful, fateful rise of Neo-Nationalistic Populism, the potential…

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…