Jul 29, 2014
We are at the dawn of a new divergence developing in Treasury yields among the most important economies of the world and of which I expect, of the most important economies, only the United States and to a lesser extend China showing a tightening bias before the year is over.
Jul 22, 2014
An escalation of sanctions against Russia will have both economic and political consequences.
Jul 15, 2014
I simply can't overlook all the geopolitical risks that are out there and that simply don't want to go away and could blow up at any time.
Jul 8, 2014
The downward path of the euro seems to me definitively drawn and there is a great chance we could witness the birth of the euro's attractiveness for becoming the new important funding currency in the foreseeable future.
Jul 1, 2014
Long-term investors would do well not becoming overly complacent.
Jun 24, 2014
I can't see any better places than the United States, Canada, the United Kingdom, Switzerland and a very few others to play it safe and keep, as much as possible, my investments as highly liquid as possible, as I still expect a correction to occur.
Jun 17, 2014
If the situation in Iraq as well as in the other known geopolitical hotspots don't get completely out of hand, I can't see any other way for interest rates than to start moving up next year, and most importantly, in the United States and the United Kingdom.
Jun 10, 2014
The larger the bubbles become, the bigger the bursts when they finally happen. No, there is no escape to that and this time won't be different.