As Covid optimism grows, investors seek to hedge against inflation risk The global reflation trade means a change of strategy on portfolio p...
sábado, 2 de enero de 2021
THE DEBT DOGS THAT DIDN´T BARK / PROJECT SYNDICATE
The Debt Dogs that Didn’t Bark If global growth resumes in 2021, aided by the rollout of vaccines and the Fed’s continued commitment to ultr...
THE VALUATION WARNING SIGNS FOR STOCK MARKETS / THE FINANCIAL TIMES OP EDITORIAL
The valuation warning signs for stock markets Current investor complacency about global equities might soon be tested Ian Harnett Investors...
RUSSIA PLAYS BOTH SIDES IN GERMANY / GEOPOLITICAL FUTURES
Russia Plays Both Sides in Germany Moscow knows it doesn’t have much economic leverage right now. By: Ekaterina Zolotova On Dec. 8, a delega...
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