Insights

 

FX Outlook; Asia; Europe; India; South America
March 08, 2014 Posted by
In The Fragile Five we take a look at the emerging markets of Brazil, Turkey, Indonesia, India and South Africa.
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CIO Vantage Point; Economic Outlook
March 07, 2014 Posted by
Russia moves in, job numbers move up, and China moves forward.
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FX Daily
March 07, 2014 Posted by
Non-Farm Payrolls came in above the consensus forecast at 175k and prior months were also revised higher. However, weekly hours worked dropped by .2 which may be due in part to companies cutting hours to avoid providing healthcare coverage.
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FX Daily
March 06, 2014 Posted by
Some members of the Fed are becoming increasingly concerned about continued accommodate policy.  Richard Fisher, the Dallas Fed President, commented that "there are increasing signs quantitative easing has overstayed its welcome.”  Fisher further noted that “market distortions and acting on bad incentives are becoming more pervasive.
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FX Daily
March 04, 2014 Posted by
Global equity markets rebounded while bond yields rose and gold prices fell from a four month high as Russia stepped back from escalating tensions in Ukraine.  Russian president Putin said he’s not looking to take control of Crimea and would only send troops into Ukraine in an extreme situation.  
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FX Daily
March 03, 2014 Posted by
Geopolitical risk is at the forefront of market trading today as Russian troops enter Crimea.  The Ukraine is calling this an act of war and Washington has warned Russia of economic and political consequences.  Equity markets are trading lower on concern that a conflict in Russia could have economic fallout for the U.S. and Europe. 
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Observation Deck
March 03, 2014 Posted by
SVB Asset Management's monthly Observation Deck newsletter covers current topics on portfolio management, credit considerations and market events that influence investment strategy. The main article for this March edition, "Following the Hammurabi," highlights collateralized lending, a practice as old as Mesopotamia. Today, assets like cars, credit cards, shopping malls, and condos, in the form of securitized products, provide investors with diversification and protection that Hammurabi would approve of.
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CIO Vantage Point; Economic Outlook
February 28, 2014 Posted by
An S&P record, an Ottoman reflection, and a Netflix solution.
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