Global equities, broadly, are rallying, with year-to-date returns in several markets reaching high single and even double digits.1 The one glaring exception is the emerging world. Year to date, emerging…
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Posted in Global Economy
Tagged emerging markets, global equity, global growth, global investing, monetary policy, stocks
Last month, the Bank of England (BOE) announced the results of its Monetary Policy Committee meeting. Given the recent trend of global currency debasements, I found the highlight to be…
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Posted in Global Economy
Tagged British pound, England, foreign currencies, inflation, monetary policy, United Kingdom
As Sara Zervos previously discussed on January 22, the Bank of Japan (BOJ) announced it would raise its inflation target to 2% from 1%. In doing so, it pledged to…
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Posted in Global Economy
Tagged currency, euro, foreign currencies, monetary policy
Any bid for the Presidency of the United States, from the tight race to the outcome, will surely affect both the U.S. economy and the capital markets at large. The…
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Posted in U.S. Policy & Politics
Tagged Bernanke, Election2012, Fed, Federal Reserve, monetary policy
Since I didn’t get in too much trouble making reference to a religious text a few weeks ago, I’ll take an even riskier tack and try to make sense of…
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Posted in U.S. Policy & Politics
Tagged Fed, Federal Reserve, monetary policy