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Weekly research notes covering the full spectrum of asset classes

Market Commentary 04/04/2019

April 4, 2019 / Felip Biji

Stocks:  A long day lies ahead for global markets as President Trump is due to meet Chinese Vice Premier Liu He on Thursday night. Negotiations are coming to an end, officials have resolved most of the outstanding issues, but are still haggling over how to implement the agreement, Financial Times reported.  Nasdaq jumped 0.6 percent on […]

Market Commentary—13/03/19

March 13, 2019 / Felip Biji

Tumultuous weeks lie ahead for investors as May’s Brexit deal fails to convince parliament for the second time. No deal scenario more likely than ever, while strategists see a possible 10% range over British pound. Stocks: US equities surge for the second day after tame inflation rate date reassures Fed’s patient stance on future rate […]

Bolsonaro: The Rise of Right-Wing Politics in Brazil

March 4, 2019 / Felip Biji

Much has been said about Bolsanaro, but no one can deny his ability to challenge the core principles of modern politics. Although not new, the movement he represents is a radical shift not seen in the continent since the democratic transitions of the late ’80s. But what has suddenly changed? Right-wing politics often struggle to […]

Market Commentary—27/02/19

February 27, 2019 / Felip Biji

Stocks:  U.S. stocks edged lower following weak earnings and mixed economic data. The S&P 500 index closed at  2,793.49, off 0.1% after lower-than-expected results by Home Depot. The Dow Jones Industrial Average fell34 points ending at 25,400, while technology shares declined slightly lower, with the Nasdaq Composite Index dropping about 25 points, 0.07% off. WW, […]

Market Commentary—12/02/2019

February 12, 2019 / Felip Biji

Stocks:  It is a crucial week for global trade ahead as lawmakers gather for another round of trade talks. Meanwhile, worries of a shutdown in Washington still prevail. The S&P 500 rose on Monday closing slightly up at 2,709.8. Nasdaq ended 0.1% up while the Dow Jones Industrial Average lost around 53 points, closing at 25,053.11. […]