Note Précis March 27,2019: More of the Same and yet Different- At a mature phase of capital markets, more of the same appears and yet seems different at the same time. Compared to prior cycles of hubris, companies do appear more cognizant of the importance of revenues, margins and the like. Still needing care are […]
Note March 13,2019: Contrary Core Developments – Contrary to our expectations for better balance, intense interplay remains between quantitative ease driven central bank policy and capital market activity. For instance and as often in this cycle, when concern builds on equities or elsewhere, major sovereign country benchmark fixed income yields decline, even flirting with zero […]
Note Précis March 13,2019: Contrary Core Developments – Contrary to our expectations for better balance, intense interplay remains between quantitative ease driven central bank policy and capital market activity. For instance and as often in this cycle, when concern builds on equities or elsewhere, major sovereign country benchmark fixed income yields decline, even flirting with […]
Note March 5,2019: Market Probing Forays, Likely Nothing More – Even as much is being made about the equity market recovery from the lows of late 2018, we see the more recent and volatile to-and-fro activity as being probing forays, likely nothing more. The Federal Reserve has announced a hiatus in rate increases as well […]
Note Précis March 5,2019: Market Probing Forays, Likely Nothing More – Even as much is being made about the equity market recovery from the lows of late 2018, we see the more recent and volatile to-and-fro activity as being probing forays, likely nothing more. The Federal Reserve has announced a hiatus in rate increases as […]
More of the Same and yet Different
Note March 27,2019: More of the Same and yet Different- At a mature phase of capital markets, more of the same appears and yet seems different at the same time. Compared to prior cycles of hubris, companies do appear more cognizant of the importance of revenues, margins and the like. Still needing care are share […]