The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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Inflation Is Back, and Euro Weakness Is Unlikely to Return in 1H 2017
-Eurozone inflation jumped to 1.8% YoY in January 2017, the highest since February 2013 and perilously close to the ECB's target. With European...
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Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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Four Cornerstones of Behavioral Finance: (1) US Dollar Rally in 2017 - Hello Le Pen, Goodbye Merkel?
Will 2017 be The Year of the US Dollar?This is certainly a trillion dollar question! One of the tools that could help us to navigate this difficult...
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The Market Sentimentalist: Political Kill
2016's "Political Kill" season continues, making this year one of the most toxic for incumbent politicians we can ever recall.Monday saw Italian PM...
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