“May you live in interesting times”, as the old Chinese curse goes. Europe and the rest of the world are definitely going through one of the most interesting periods of political upheaval since the fall of the Berlin wall. We now live in an era where the unthinkable happens, repeatedly. Take Britain’s decision to withdraw
by John Polga-Hecimovich After a tumultuous 2016 in which President Nicolas Maduro appeared on the brink of falling, Venezuela’s government seems to have bought itself more time in power. This is quite a change from midyear, when Mr. Maduro appeared on the verge of exit. However, he has proven to be more astute than his political
by John Charalambakis In last week’s commentary we covered mainly the initial outlook for equities. In today’s post we would like to present an initial outlook for other markets such as bonds, commodities, and foreign exchange. Let’s start with the debt markets and the implications for fixed income instruments such as bonds: – In the
by John Charalambakis The only certain thing about a prognostication is that it will be wrong. Keeping that humble thought in mind, we offer our readers our initial thoughts on the markets’ trajectory for 2017, which of course need to be adjusted as the quarters of the year unfold and market action interacts with policies
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