Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
216 Views
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
194 Views
Money Matters: Could Tequila Mixed with Moutai Be Explosive.
Turkey is not the only emerging market in the early stages of what could be a classic emerging market financial crisis (see: Money Matters: Turkey...
224 Views
Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
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