Russia

April 08, 2016

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Market Summary Market summary. We are bullish on gold and some foreign markets, as well as stable growth companies in the U.S. We expect modest appreciation for the S&P 500 this year. We are avoiding Europe and Japan, and we...
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June 08, 2015

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Notable Trends in Global Markets Let’s look around the world at a few big trends. Trend number 1: inflation is coming back in the U.S. and in some countries where the currencies are falling — and this means interest rates,...
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August 15, 2014

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New BRICS Institutions Highlight the Changing Global Financial Order Leaders of the BRICS nations — Brazil, Russia, India, China, and South Africa — have taken a decisive step to increase their clout in global finance and reduce their dependence on financial...
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April 16, 2014

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U.S. Hegemony, Global Flashpoints, and Military Spending In February, Defense Secretary Chuck Hagel delivered the Obama administration’s proposed 2015 defense budget. It was notable for the reduction of the U.S. Army to its lowest force level since World War II. It...
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January 02, 2014

Our Outlook for 2014 in Brief North America U.S.: As we have been saying, the economy in the U.S. will grow in 2014 by a surprising amount. Corporate spending is rising and employment will follow. We anticipate U.S. GDP growth real...
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