Fundamental Evaluation Series: S&P 500 valuations based on oil look very expensive
Aug 26, 2016 12:51 pm UTC| Commentary
Over the next few articles, in our fundamental evaluation series, we would check the valuations of the SP 500 under various parameters, especially since by many measures SP 500 is looking quite expensive. The U.S....
Fundamental Evaluation Series: USD/CHF vs. yield divergence review
Jul 28, 2016 11:07 am UTC| Commentary Central Banks Economy
In recent days, Swiss francs correlation with the 2-year yield spread (US-Swiss 2 year) has dropped to 25 percent but time on time again it shows relatively high positive correlation, as high as 80 percent at times. Just...
Economists should step out of their bubble more often
Apr 20, 2016 01:02 am UTC| Insights & Views Economy
Scratch an economist who proffers sage words about the state of government debt and you will find someone who believes we are at full employment. If we are below full employment, then the government can monetise debt via...
'Helicopter money' – why economists are now thinking the unthinkable
Apr 14, 2016 15:27 pm UTC| Insights & Views Economy Central Banks
For the 85th month in a row, the Bank of England has voted to keep interest rates at a low of 0.5%. Along with the European Central Bank and US Federal Reserve, it remains wedded to the idea that low interest rates,...
Russian economy to contract again in 2016, fundamentals to remain weak
Mar 31, 2016 06:37 am UTC| Commentary
In 2015, Russias economic growth contracted 3.7% y/y. The economy is being continuously impacted by economic sanctions by Europe and US, and by lower oil prices. According to World Bank, the Russian GDP growth is expected...
US consumers unlikely to be supportive of US economy in Q1 2016
Mar 29, 2016 05:24 am UTC| Commentary
US recorded modest growth of 0.2% m/m in personal income in February, as compared with consensus expectation of 0.1% growth. Real disposable income, excluding taxes and inflation, grew strongly by 0.3% m/m. Personal...
Fundamentals to watch out for this week
Mar 14, 2016 06:02 am UTC| Commentary
Like last week, this week is risk heavy too. Major focus as a country will be on US. What to watch for over the coming days FOMC, BOE, BOJ, SNB Three major central banks will be announcing monetary policy...
Putin’s Russia: first arrests under new anti-LGBT laws mark new era of repression
Canada needs a national strategy for homeless refugee claimants