The Market Sentimentalist - The Worry List
SummaryGlobal asset markets have shrugged off rising geopolitical tensions, stretched valuations and worries that the world’s leading central banks...
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Trump Makes Russia Great Again as His Domestic Agenda Continues to Implode
Tweet and NYT-interview attacks on Sessions suggest that Trump is close to triggering a constitutional crisis by sacking Sessions (and possibly...
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What Really Matters in the US Economy Is Doing Well
The US Conference Board Leading Indicator (LEI) rose 0.6% m/m in Jun 17, rising sharply from the 0.2% increase in April and May. The increase in...
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US Markets Update: Inflation Matches Expectation
Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no...
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Risk Reckoner - Are Rumours of Irrational Exuberance in US Stock Markets Greatly Exaggerated?
Evidente launches Risk Reckoner - a new research product designed to offer insights into risk and portfolio construction matters for both asset...
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