Market Commentary

Fed Narrative Doesn’t Change, Mega-brewery Potential, Lyft vs. Uber

September 22nd, 2015
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In this week’s edition…

The Federal Reserve Needs a “Little Bit More TIme”
Focus on Trend-lines, Not Headlines
Megabrewery in the Works
Lyft Challenging Uber ini China with Didi Kuaidi Partnership

 
The Federal Reserve Needs a “Little Bit More Time” – those were the words Janet Yellen used when outlining the Fed’s case for keeping interest rates steady.[…]

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Jobs in America, China, Japan and Brazil

September 11th, 2015
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Jobs in America – the unemployment situation been a perceived blemish on the U.S. economy for some time, but the numbers don’t support the negative sentiment. In the month of August, the economy added 173,000 jobs and contributed further to the ongoing trend: monthly 2014 job additions were +10% above 2013,[…]

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Economic Trends in India, Brazil and Europe; Hedge Funds Battered

September 4th, 2015
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In this week’s edition…

The Beacon of Light for Emerging Markets: India
Meanwhile Brazil Continues to Fizzle
Mixed Signals from Global Purchasing Manager’s Indices
Battered Hedge Funds

The Beacon of Light for Emerging Markets: India – India reported a 7% rise in GDP during the April-June period (year-over-year),[…]

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