Guild’s Basic Needs Index
October 17, 2013
Global Economics Provides Reasons to Be Bullish, But Politics Poses Downside Risk As we write this, Capitol Hill’s partisan bickering and rancor have reached the conclusion we anticipated. We don’t believe that the conflict which monopolized headlines for the past two weeks is of lasting import. From our perspective, the fundamentals are
October 10, 2013
More Reasons to Be Bullish on Japan We believe recent events and emerging trends continue to justify a bullish position on Japanese equity markets. Since the Japanese economy has been trapped in deflation for more than two decades, the psychology of Japanese market participants — from individuals to corporate managers
October 3, 2013
German Elections Endorse Merkel’s Slow, Steady Approach to Eurozone Recovery (And So Do the Markets) Germans went to the polls on September 22 to elect parliamentary representatives. They handed a resounding victory to “Mutti Merkel” as the chancellor Angela Merkel is affectionately known — Germany’s “mom.” Her center-right party, the Christian Democratic
