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...
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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...
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Markets Expected to Lower Poverty Rate the Most by 2030
Euromonitor International’s Wealth and Income distribution model looks at 50 markets through a measure of income and accumulated wealth. Our model...
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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...
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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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