Global election preview

Weekly Market Compass: Voters in Japan, Brazil and the US will soon go to the polls

Posted by on Sep 17, 2018, in Market & Economic

Time to read: 6 min

The next few months will be critical for several countries as they hold elections that could either significantly change their leadership or endorse the status quo. In this blog, I preview the choices ahead for Japan, Brazil and the US.

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Trade remains the top concern for global markets

Weekly Market Compass: As the US talks trade with Canada and China, emerging markets feel the pressure

Posted by on Sep 10, 2018, in Market & Economic

Time to read: 5 min

Every week I hope that there are no new trade developments, so that for at least one week I can spare you all from a trade discussion in this blog. Unfortunately, this is not that week — there were many trade developments over the past few days, and I feel compelled to discuss them because I firmly believe the trade situation poses a significant risk to the economy and markets.

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Seven issues for investors to watch in September

Weekly Market Compass: Trade deals, the Italian budget, emerging markets pressure and more

Posted by on Sep 4, 2018, in Market & Economic

Time to read: 4 min

Trade tops the list of issues facing markets this month, as the US is threatening to kill the North American Free Trade Agreement (NAFTA) and leave the World Trade Organization (WTO). And that’s just the tip of the iceberg. Here are seven things for investors to watch in September:

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Reading the tea leaves from the central banks

Weekly Market Compass: What did we learn last week from the central banks, trade talks and the markets?

Posted by on Aug 27, 2018, in Market & Economic

Time to read: 5 min

Last week gave us a look into the thoughts of the US Federal Reserve (Fed) as Fed Chair Jay Powell gave a widely anticipated speech, and the Federal Open Market Committee (FOMC) released the minutes from its most recent meeting. Some of the messages were clear, while other statements required observers to read between the lines.

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Global markets: Five issues to watch

Weekly Market Compass: Turkey’s woes continue, the US and China will talk about trade (again), and more

Posted by on Aug 20, 2018, in Market & Economic

Time to read: 6 min

From the crisis in Turkey to upcoming remarks by the Federal Reserve (Fed) Chair, there is no shortage of issues for investors to watch this week. Below, I highlight five key areas that markets will be monitoring.

1. Will Turkey’s woes spread across emerging markets?

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