This week I really should be writing about stock markets, which is where the drama has been recently. Where are stocks headed? Are we nearing a…
What moves markets? A fundamental analyst like me will talk about economic fundamentals: inflation rates, growth rates, monetary policy, fiscal policy, unemployment, etc etc. But these…
In Western Europe, May 8th, the day that the Allies accepted Germany’s unconditional surrender in 1945, is observed as Victory in Europe Day or VE Day.…
Oh, to be back in Japan now. Next week is Golden Week in Japan. That means there are three consecutive holidays: Tuesday: Constitutional Memorial Day Wednesday:…
The International Monetary Fund (IMF) and World Bank held their annual spring meeting this week. As part of the festivities they released their World Economic Outlook.…
We heard from three central banks this week: the Reserve Bank of New Zealand (RBNZ), the Bank of Canada (BoC), and the European Central Bank (ECB).…
There are three major central bank meetings next week: the Reserve Bank of New Zealand (RBNZ) and Bank of Canada on Wednesday and the European Central…
Central banks and pundits are agreed – the war in Ukraine will increase inflationary pressures and dampen growth while weighing on sentiment. Here’s what the US…
As the war in Ukraine drags on, commodity prices have soared, inflation looks to be higher than anyone expected for longer than anyone expected, and growth…
The Russia/Ukraine conflict is spilling over into the rest of the world. There are other countries that are isolated from the world to some degree: North…
