The Markets

    Jun 21, 2018

Three reasons why a pickup in M&A activity is likely

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After a favorable court ruling, Comcast launched a $65 billion bid for 21st Century Fox, thereby kicking off a bidding war eventually won by...

    Jun 19, 2018

Trade brinkmanship – a risky game

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Markets are again under pressure because of escalating trade tensions, after the Trump administration raised the stakes significantly...

    Jun 19, 2018

Keeping an eye on the “quiet” week ahead

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The Federal Reserve responded to very strong economic data by raising interest rates 25bps and lifting the median estimate for future rate levels in 2018 and 2019 very slightly...

    Jun 18, 2018

Trade, summits, and elections impact international equities

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U.S. equities outperformed international in May, as foreign stocks saw a pullback. Increased volatility continued, as...

    Jun 14, 2018

The (very slowly) growing reward for a hard day’s work

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We’ve commented previously on the peculiar breakdown in the relationship between employment levels...

    Jun 13, 2018

World Cup begins, host country scores!

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The 2018 FIFA World Cup kicks off on Thursday, June 14 with a match between the host country Russia and Saudi Arabia. Neither country are favorites to win the Cup, but...

    Jun 11, 2018

What to expect from the U.S./North Korea Summit

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The world’s eyes will be on Singapore June 12 for the on-again/off-again/on-again summit between the U.S. and...

    Jun 11, 2018

Brexit back in the news

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While it has taken a back seat to the U.S./North Korean Summit, concerns over a global trade war and a potential eurozone crisis stemming from recent elections...