Aug 19, 2014
President Obama said about the Iraq situation on Monday, "The wolf's at the door." Regarding the Ukraine situation, he could say, "Sorry, it's too late, the bear is already in the house."
Aug 12, 2014
Because of rising important and dangerous geopolitical risks in many places around the globe, I expect a further strengthening and upward trend for the dollar, which will undoubtedly have an impact on many long-term oriented portfolios.
Aug 5, 2014
The first estimate for the U.S. GDP growth rate for the second quarter came in at a much-better-than-expected 4 percent year-over-year, after having decreased by 2.1 percent during the first quarter.
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.