baltic dry index

Clarida Picks Up Some Data

By Jeffrey P. Snider|2020-01-14T16:22:40-05:00January 14th, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

I should know better than to make declarative all-or-none statements like this. I said there isn’t any data which comports with the idea of a global turnaround, this shakeup in sentiment which since early September has gone right from one extreme to the other. Recession fears predominated in summer only to be (rather easily) replaced by near euphoria (again). Narrative [...]

Tactical Update

By Marcelo Perez|2012-02-06T00:21:14-05:00February 4th, 2012|Markets, Stocks|

The investment team made the decision to take advantage of recent market strength and take our risk/return perspective from extremely favorable back close to neutral. The decision is the result of economic factors we have pegged as worthy of concern and further monitoring, a potential peak in short term investor sentiment and the uncertainty surrounding the future currency situation in [...]

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