Dear Clients, This week we are issuing two Special Alerts on the Russo-Saudi market share war, one of which you have already received. Our weekly publication will proceed as usual on Friday, March 13. In this Special Alert, we update…
Highlights The latest interest rate cuts by central banks confirms the narrative that the authorities view economic risks as asymmetrical to the downside. This all but assures that competitive devaluation will become the dominant…
Yesterday, BCA Research's Geopolitical Strategy service analyzed the results from Super Tuesday and its implications for the market and the presidential election. Biden would certainly re-regulate the economy, reversing the…
So far this primary season, the centrists have led the share of votes in the Democratic primaries. Originally, they did face a problem: A plethora of candidates divided the centrist vote, which allowed Senator Bernie Sanders…
Feature “Bayesian: …statistical methods that assign probabilities or distributions to events…based on experience or best guesses before experimentation and data collection and that apply Bayes' theorem to revise…
Highlights We spent last week meeting with clients in South Africa, who maintained their equanimity despite the spread of the coronavirus: Maybe it was because there were not yet any reported cases close to home, but investors…
Highlights It is too soon to bottom feed with fears of a global pandemic and “socialist” boom in the United States. China’s government will do “whatever it takes” to stimulate the economy – but…