commodity

After a two-month spring reprieve, markets again turned choppy

April 30th, 2008|by Michael Ashley Schulman, Perspectives, The Big Picture|

After a two-month spring reprieve from a brutal 2008 start, markets again turned choppy. Defensive investors are contemplating potential summer surprises for the global capital markets. Commodity exporters such as Canada, Australia, Brazil, Russia and the OPEC nations continue their strong economic spurt as rising commodity prices make their oil and mining resources ever more […]

With share prices having recovered from the subprime-related slump

October 31st, 2007|by Michael Ashley Schulman, Perspectives, The Big Picture, Writers|

With share prices having recovered from the subprime-related slump and in many cases making new highs, there are doubts as to whether the major central banks still have an incentive to drop rates. However, valid reasons remain for the G7 central banks in general and the Fed in particular to deliver more rate cuts:

  • Inflation is […]