Global Navigator, Economist Insights Another turn of the screw in Europe The question of when major central banks will declare victory in their battles against inflation or, in the case of China, misallocation of credit... Sep 18, 2023
Global Navigator, Economist Insights Keeping the powder dry in early September The first week of September saw EPFR-tracked Money Market Funds absorb over $65 billion as investors waited to see which way interest rate winds are... Sep 11, 2023
Global Navigator, Economist Insights Real pain for real estate on both sides of the Pacific Although the third week of August ended with a stellar earnings report from Nvidia, maker of the graphic chips driving current artificial... Aug 29, 2023
Global Navigator, Economist Insights Cashing in and going on holiday With the next US Federal Reserve and European Central Bank policy meetings still a month away and the 2Q23 earnings season beginning to wind down,... Aug 21, 2023
Global Navigator, Economist Insights Flows get several red stars in early August Over $5 billion flowed into dedicated China Equity Funds during the first week of August as equity investors continue to pivot from Europe to Asia.... Aug 14, 2023
Global Navigator, Economist Insights An AA+ rating for US debt, B- for fund flows Coming into August, the advance of global asset markets was checked by a ratings downgrade for the world’s largest economy, more charges against... Aug 08, 2023
Global Navigator, Economist Insights Will 22 years be high enough for Fed, ECB? Interest rates in both the Eurozone and US hit a 22-year high during the fourth week of July as the Federal Reserve and European Central Bank... Jul 31, 2023
Global Navigator, Economist Insights Growth sectors and India shine in mid-July With inflation falling on both sides of the Atlantic despite resilient job markets, investors dared during the third week of July to dream of ‘soft... Jul 24, 2023
Global Navigator, Economist Insights Hope gets a 3% boost ahead of Fed’s July meeting EPFR-tracked US Equity and Bond Funds absorbed a combined $22.2 billion during the second week of July. Of that total, $11 billion flowed in on the... Jul 17, 2023
Global Navigator, Economist Insights For investors, 1H23 was an exercise in making sense of interesting times Six months into 2023, the term “goldilocks economy” has been dusted off by some investors as they contemplate declining inflation, strong labor... Jul 10, 2023
Global Navigator, Economist Insights Asia shines as second quarter winds down With major central banks in Europe and North America still tightening policy in the face of inflation rates three or four times their official... Jun 30, 2023
Global Navigator, Economist Insights To investors, the ‘punch bowl’ still looks empty In mid-June, markets got what they had been hoping for. The US Federal Reserve paused its rate hiking cycle and China’s central bank moved, albeit... Jun 26, 2023
Global Navigator, Economist Insights Getting a pause, hoping for a pivot In mid-June investors got from the US Federal Reserve what they’d been hoping for since the beginning of the year: a pause in the Fed’s current... Jun 19, 2023
Global Navigator, Economist Insights Cashing in on interesting times The end of the latest debt ceiling standoff and expectations that the US Federal Reserve will keep interest rates on hold when it meets next week... Jun 12, 2023
Global Navigator, Economist Insights Opening the door to another leg up? The final week of May ended with US lawmakers voting to lift the country’s debt ceiling, markets assigning a one-in-three chance that the Federal... Jun 05, 2023