Wall Street Currents

Consumer Banking Comes to Rural India - HDFC Bank boss Aditya Puri, at the forefront of the commercial banking wave in India, introduced a bare-bones strategy designed for consumers with no credi...

Markets Hitting Highs: Unseen Contaminants to Rationality - [image: Markets Hitting Highs: Unseen Contaminants to Rationality] As markets hit new highs, we explore whether rational economic man, the bedrock of many ...

Drivers of cross-border banking since the Global Crisis - In the aftermath of the Global Crisis, international banking is undergoing structural adjustments. This column investigates the role of policy-related dr...

Economic Indicators Dashboard – December 2014 update - The December 2014 reading of the Economic Indicators Dashboard showed some interesting developments in the U.S. inflation rate and consumer sentiment, in p...

Managed Futures: 2014 Review & 2015 Outlook - Our 2014 review starts in the obvious place, rehashing Managed Futures come back year, where it posted its best performance since 2008. But we quickly find...

Policy Brief 15-2: Service Sector Reform in China [pdf] - Chinese leaders have outlined an ambitious agenda for service sector reform, but myriad vested interests could slow or block their plans. Failure to refo...

Home Price Gains Continue to Slow According to the S&P/Case-Shiller Home Price Indices - Data through November 2014 shows a continued slowdown in home prices nationwide, but with annual price increases in nine cities. S&P/Case-Shiller Home Pri...

Utilizing Global Macro Strategies - The post Utilizing Global Macro Strategies appeared first on 361 Capital.

Global Equity Market Watch - January 2015 - The *Global Equity Market Watch* is a monthly publication that looks at global equity markets through the lens of the Barra Global Equity Model (GEM2). I...

Last Week in VIX – 1/25/2015 - The S&P 500 was strong and VIX was weak last week. We returned to contango in VIX world as the S&P 500 was up 1.6% for the week. This despite having a toug...

How Global Interest Rates Deceive Markets - “You keep on using that word. I do not think it means what you think it means.” – Inigo Montoya, The Princess Bride “In the economic sphere an act, a habit...

Reflecting Back… - As I drove home from Vermont the other day on Martin Luther King Day, I thought about past MLK Days,... [ Read More ]

Investor Letter Winter 2014: Expectations In The Coming Year - We recently published our final Investor Letter for 2014. In the letter we take a look at the market and economy in 2014 and our outlook for 2015. As we co...

Davos Participants Look to U.S. for Growth Amid Uncertainty - Chinese Premier Li Keqiang delivered a confident address at the World Economic Forum, where Russian President Vladimir Putin was a no-show.

Tsunamis Most Often Come Without Warning - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the wri...

Company Notes Digest 1.23.15 - Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important […] ...

Switzerland Wins As Its Central Bank Surrenders - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the wri...

Just Released: January Business Leaders Survey Indicates Regional Business Conditions Are Finally Back to Normal - The New York Fed’s January Business Leaders Survey indicates that the regional economy kicked off the New Year on a positive note.

FA Talks: Two Sides of the Same Coin? - Emily Wellikoff recently chatted with Michael McClary, Chief Investment Officer at TOPS®/ ValMark Advisers, to get his perspective on managing volatility.

2015 ESG Trends to Watch - [image: jpg_msci_esgtrendstowatch_300x250_without.jpg]*Happy New Year from all of us at MSCI ESG Research!* If 2014 was any guide, there is a shortening ...

A Contrarian View of Emerging Markets - An interview with Brian Singer, head of dynamic allocation strategies at William Blair in Chicago.

Up, up and away! A crowd-valuation of Uber! - In June 2014, I tried to value Uber and arrived at an estimated value for the firm of $6 billion, an impressive number for a young firm, but well below the...

Good Poker Players Aren't Lucky - An Idaho court rules that poker is a game of skill, not a game of chance like craps or roulette. If card players are lucky, maybe the Justice Department wi...

Economix Meets the Gales of Change - Economix is coming to an end, but it will be succeeded by The Upshot, a new politics, policy and economics site.

Friday Fun: Read the Fine Print - A Russian man didn’t like the terms offered to him by a local credit card company, so he took it upon himself to make them more favorable: But instead of r...