Opinion Despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the roof
According to Daniele Bianchi, of Warwick Business School, is Assistant Professor of Finance and he researches crypto-currencies incluing Bitcoin, despite fears about the Bitcoin ’bubble’ bursting, the price of the new digital coins is going through the (...)
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Opinion Greece: referendum reaction
Greek Prime Minister Alexis Tsipras won a resounding mandate to reject the package of austerity measures on the table in Greece’s referendum yesterday. This is but the latest twist in a road that increasingly seems to be leading towards Greece’s departure from the (...)
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Opinion Review of the chinese economy at the end of the summer of 2019
The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)
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Opinion Stock markets: upcoming crash in 2011
The recent rise in stock markets is rather artificial and based on fragile factors. The structural ones remain bearish: prudential developments, systemic risk, and true inflation expectations in the long term mainly in the United (...)
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Opinion The Greek tragedy unfolds
The Greek financial crisis deteriorated last weekend after talks between the Greek government and the institutions providing financial aid to the Greek government – the EC, the IMF and the ECB – failed to come to any (...)
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Opinion Fed Update: Fed Leaves Rates Unchanged
According to John L. Bellows, PhD, Portfolio Manager and Research Analyst with Western Asset, Janet Yellen’s decision has not changed his view of the Fed going forward. He continues to think the Fed will be responsive to changes in the outlook, and at the same time he thinks (...)
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Opinion Oil : turning point is at hand
Roberto Cominotto, Investment Director for energy equities at GAM, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.
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Opinion Lehman: 10 Years After
It’s often said that you should never let a good crisis go to waste. As we approach the 10-year anniversary of the seminal event of the Global Financial Crisis – the collapse of Lehman Brothers – investors may wonder if we’ve learned anything from past mistakes. Through the (...)
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Opinion Russia now - should investors be bold or sit on the sidelines?
People are drawing parallels with the Crimean annexation and sanctions put in place then - which heavily impacted the Russian market. But the macroeconomic Russian situation is very different today - it is much (...)
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Opinion Bond bubble today and tomorrow ... Bond crash the day after tomorrow
Long-term rates that can not rise on short term, despite the abysmal public deficits ...
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Opinion China: a health warning
“China is battling slowing economic growth with a host of stimulus measures, but a US policy of containment, the rise of rival low-cost manufacturing hubs and a dwindling current account surplus call for caution,” says Jason Pidcock, Head of Strategy, Asian (...)
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Opinion QE to provide welcome eurozone boost
According to Azad Zangana, Europe Economist at Schroders, the ECB’s QE programme will benefit the Eurozone economy by reducing the risk of deflation; however, it is not a panacea for the monetary union’s ills. Deep structural reforms are required in order to raise Europe’s (...)
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Opinion Euro Parity: Threshold or Boundary?
The euro is subject to enormous economic forces that could equally be very positive for the currency or the cause of an even greater fall.
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Opinion Equity markets: two mistakes to avoid.
The negative news flow coming from financial markets does not mean we should give up. This article provides two small pieces of advice or rather two mistakes that must be avoided or that must never be repeated.
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Opinion High dispersion of hedge funds’ returns in panic markets
The deflation and growth scares morphed into a vicious cycle last week. Multiple trading anomalies were observed, especially on Monday, suggesting that systematic and algorithmic trading amplified the sell-off.
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