The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Incorporating Environmental, Social & Governance
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors
The times when investors were able to enjoy a quiet summer seem to be over. August was a volatile month for financial markets, with the VIX averaging 19, compared to 13 in July.