Short-Term (less than one month): Our market signaling process is pointing to a continuation of the challenging environment for risk assets. While a downside surprise in the U.S. April CPI data ...
The bond market signals a firm Fed stance, with the yield curve flattening amid commodity-driven inflation fears. It is no sure thing that the Fed will remain firm, however. Despite CME traders ...
The weak global economy adds to the challenges of bio/pharma companies and their suppliers. The global economy and financial system is not in great shape. The European debt crisis rolls on and on, ...
The team behind River and Mercantile Group’s global macro strategy team operates under two key principles: that macro is the most important aspect of any investment decision and that decision-making ...
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