Christmas 2018 was a dismal one for stock market investors. Meagre gains eked out through a volatile year were reversed at its end, on...

It has been 22 months since Mr. Trump unleashed the trade war with China. He has singled out several other countries such as Brazil,...

In keeping with the season, the Fed has dispensed more treats to the markets: despite historically low unemployment, solid wage growth...

We all know the famous line “sell in May” but few remember the end of the jingle. As the Summer ends, what have we returned to? Much of...

Escaping to the beach during the month of August and what do you see? A sea of red. Not the sea where your children will take a swim, but...

The rites of summer are upon us and Europeans are heading for the beaches. Meanwhile, as temperatures reach new records, valuations of...

Europe is suffering from its worst heat wave in decades. Politicians will soon retreat to their holiday homes and have some thoughts...

Market commentators talk a lot about “late-cycle” market conditions these days. They refer to the kind that prevail after a long...

What has happened in the financial markets since the need of the 4th Quarter 2018 until the end of April maybe another emotional run...

Why bond yields matter? The first quarter ends with a rally both in equities and in bonds. Equities are sitting on solid gains while...