Note Précis October 23 ,2019: Shifting Sands – Balancing Absolute versus Relative: In late 2019, the markets are likely experiencing the shifting sands of time, in particular on the balance between relative momentum expectations in vogue amid quantitative ease since 2009 versus absolute standards that do need to be addressed. In this regard, market internals […]
Note Précis October 10,2019: Q4/2019 – Markets in Likely Transition: The capital market performance of the last twelve months differs from the popular day- to-day often dwelt upon. In the summer of 2019 amid expectations of slower growth and more quantitative ease, global fixed income yields have declined, even into negative yields for several European […]
Note October 10,2019: Q4/2019 – Markets in Likely Transition: The capital market performance of the last twelve months differs from the popular day- to-day often dwelt upon. In the summer of 2019 amid expectations of slower growth and more quantitative ease, global fixed income yields have declined, even into negative yields for several European sovereign […]
Note October 3,2019: Market Gravitas- For the last quarter of 2019, three streams appear for investors. In capital market performance, the last twelve months should be seen beyond a currently popular day- to-day perspective. Global fixed income yields have declined substantially, even into negative yields for several European sovereign bonds. Still, market behavior appears changing. […]
Note Précis October 3,2019: Market Gravitas- For the last quarter of 2019, three streams appear for investors. In capital market performance, the last twelve months should be seen beyond a currently popular day- to-day perspective. Global fixed income yields have declined substantially, even into negative yields for several European sovereign bonds. Still, market behavior appears […]
Note October 23 ,2019: Shifting Sands – Balancing Absolute versus Relative
Note October 23 ,2019: Shifting Sands – Balancing Absolute versus Relative: In late 2019, the markets are likely experiencing the shifting sands of time, in particular on the balance between relative momentum expectations in vogue amid quantitative ease since 2009 versus absolute standards that do need to be addressed. In this regard, market internals as […]