Opinions, Page 5
Historical Analysis of Italy and Its Relations with the EU
With Italy frequently dominating the headlines in the recent weeks, it’s a good idea to take a macro look at the Eurozone: its origins, some aspects of its structure, and what dangers it might face in the near future.Read More
Are We Going to See Another Financial Crisis in the Coming Years?
There are too many variables to accurately predict whether a crash will happen. The world has been slow to recover since 2008, but progress is being made, and the modern world has woken up to the dangers of complacency.Read More
Stock Market Whipsaw: Trust Kudlow, Not Unnamed Sources
Ah, the dreaded unnamed sources are to blame. They seemed to know more about the potential deal then say Trump’s chief advisor Larry Kudlow according to Bloomberg. Why not ask Kudlow you say? Well he must’ve been too busy preparing for his interview with CNBC.Read More
What Happens if the Yuan Breaks the Magical 7?
The Yuan has dropped by about 9% over the last six months in response to trade disputes with the U.S. concerns of further easing by the Country ’s central bank and the consequences of breaking the magical 7 could be difficult for the Chinese and the global economy.Read More
The Fed vs Trump: The Battle is On
The clash between Donald Trump and the Fed does not seem to be ending anytime soon. Trump continues to accuse the Fed of raising rates too fast and stop the market growth. So, what are the implications of this battle for the financial markets?Read More
How to Trade the Trade War?
Trading the trade war is not very straightforward. Firstly, we really don’t know how it will end. It will probably be resolved eventually, but the timing will make a big difference.Read More
The Big Short – Is It Coming Now?
Analysts looking for key drivers over the near-term that will ultimately decide the fate of a number of currencies, economies and ultimately whether a new crisis dawns.Read More
Here’s What You Need to Know About the USMCA Agreement
While the USMCA brings to an end the coveted free trade agreement, as details of the USMCA emerge, a number of changes were made, while both Canada and Mexico are expected to continue to face aluminum and steel tariffs.Read More
Here’s Why You Should Follow the Italian/German Bond Yield Gap?
Italy’s 10-year bonds now yield 3.63%, just 1.02% below Greece. German 10-year yields are 0.54% despite almost doubling this year. How can this spread affect global equity markets?Read More
SP500 Index Changing Drastically
The S&P500 saw the biggest change since 1999. What might be the impacts of changes on investors? There are many of them, and in the long run, many of them are crucial.Read More
A Decade After the 2008 Financial Crisis: What has Changed? What has Remained the Same?
The 2007-08 financial crisis required changes and new regulations by legislators to prevent a similar scenario. A decade after the 2008 financial crisis – What has changed and what has remained the same?Read More
USD/CNY – Trump Era Wakes Up a Sleeping Giant
The Chinese Yuan has experienced the largest swings in its history over the last few years. This has mostly come about as a result of increasing trade tensions with the US.Read More
Can Donald Trump Be Impeached?
The outcome of the mid-term elections in November is crucial for the global economy and political stability. So, what are the chances he will be impeached, and what are the implications for financial markets if he is?Read More
Did Powell Put Stocks Back Inside A Bubble?
The July Fed minutes released last week showed that Fed officials indicated that valuations of stocks and other assets are “elevated” while corporate borrowing conditions are “easy.” If stocks were “elevated” at the beginning of August then what are they now? “More elevated?”Read More
What’s Next for Iran, the Iranian Rial and the Ayatollah?
The Iranian economy is in tatters, the Iranian Rial has collapsed to record lows against the U.S Dollar, most of the collapse coming through the summer over the planned roll-out of sanctions in August and inflation is sky high as once optimistic businesses face the prospects of another eternity inRead More
Global Funds in FAANGs Today, BANNGs Tomorrow?
The world is familiar with FANG (Facebook, Amazon, Netflix, and Google), then came FAANG, Facebook, Amazon, Apple, Netflix, and Google. But are you familiar with BANNG? We would like to introduce to the world a countercyclical group of stocks that could be the biggest winners if FAANGs lose.Read More
How Serious is the World’s Water Scarcity Crisis?
With the possible exception of air, water is the most valuable resource we currently have on our planet. Without water, sustaining human life—or any type of life on Earth—would become fundamentally impossible. Naturally, because water is something we simply cannot live without, making sure that the world’s water supply isRead More
Turkey and Erdogan under Pressure as the Turkish Economy Crumbles
Double-digit inflation, foreign currency debt, a surge in the cost of imports that Turkey depends upon for any goods that it delivers overseas and Erdogan’s unwillingness to allow the Turkish central bank to raise borrowing costs are a combination that paints a bleak picture and these are all before aRead More
Is a Strong Dollar Good for the US Economy?
The demand for the dollar provoked by fears of new US sanctions against a number of countries and expanding trade conflict with China. Those concerns pushed the American currency close to the upper edge of the trading range since April.Read More