Global Strategy

Market Sell-Off: Wage Inflation Spooks Zombie ‘Algo Trading’ Machines

Wage Growth Unsettles 'Goldilocks' Market Era The stock market correction over the past week is the biggest since January 2016. It was triggered by one stron... Read More»

Twitter bird taking selfie - Millennial consumption

Millennial Consumption: Goodbye Basement…

The Largest Demographic Cohort There is an interesting development that has begun of late to get attention in the investment world as it relates to long-term... Read More»

The Big Picture - man overlooking city

The Biggest Risk to Stock Markets — Central Banks Removing the Liquidity Punch Bowl

The Liquidity Punch Bowl It is appropriate with the inauguration of this weekly column to look at the 'Big Picture'. The biggest risk to world stock markets,... Read More»