Art Howe 2016-02-04T14:35:54-08:00 January 11th, 2016|by Michael Ashley Schulman, Perspectives, The Here and Now|
DOLLAR PEGS AND CRYING UNCLE
Art Howe 2015-12-04T13:03:38-08:00 March 31st, 2010|by Michael Ashley Schulman, Perspectives, The Big Picture|
Brother can you spare a dime? I need something to turn on. Although markets seemed to have bottomed about a year ago and the economy has quickly been rebounding in various (but not all) corners, many seem to be caught surprised by the unrelenting about-face of security prices and economic indicators, especially since many sectors […]
Art Howe 2015-11-10T18:57:24-08:00 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:
Art Howe 2015-11-10T18:56:16-08:00 September 30th, 2007|by Michael Ashley Schulman, Perspectives, The Big Picture, Writers|
Several conditions have emerged from the recent market turmoil: tighter credit, deflating real estate, monetary reflation, and a weak dollar. The strong themes emerging from these circumstances are: A) We are probably past the worst and won’t face recession; and B) We will see higher equity markets, stronger export growth and increased commodity prices.
Financial companies […]
Art Howe 2015-11-10T20:25:34-08:00 November 30th, 2005|by Michael Ashley Schulman, Greg Pellizzon, Perspectives, The Big Picture, Writers|
Upon the heels of this year’s hurricanes and international upheavals, November may have seemed almost tepid. However, in the ramp-up to the holidays, the markets were anything but lackadaisical. In fact, November seemed to mark a turning point.
Table 1. Action/Reaction [click on table to enlarge]
