Markets This Week

Plus Some Notes on Emerging Markets

Geopolitics At the Fore As we write, the news coming across the wire is about an attack conducted by unknown actors which has killed more than a hundred Iranians gathered for a memorial at the grave of Qasem Soleimani — a prominent Iranian military leader who was himself killed in Read more…

Last week, we described briefly some longer-term economic and political dynamics that render China problematic as an investment destination for us.  As we noted, while Chinese equities may sometimes make an attractive tactical trade for investors who are so inclined, we think that’s all they should be, and that the Read more…

A few significant events and data releases helped propel a relief rally yesterday.  First, the release of Q3 GDP for the U.S., which was revised up to 2.9%.  Second, JOLTS jobs data, which showed that the Fed’s tightening is having some impact on the labor market, but far from a Read more…