Wall Street Currents

Putting the ‘system’ in the international monetary system - The Eurozone has been going through an existential crisis since 2010. The column discusses research that draws an analogy between the careful planning in...

Take 15: Rise of the Shale Gas: Economic and Political Implications (Video) - Peter Zeihan shares his analysis of economic and political implications of the rise of shale gas production in North America. Read more

How Immigration Reform Would Help the Economy - The United States has always benefited from immigration and will continue to do so, an economist writes.

The Capitalist’s Case for a $15 Minimum Wage - The fundamental law of capitalism is that if workers have no money, businesses have no customers. That’s why the extreme, and widening, wealth gap in our e...

State of the Industry? CTA’s Think Positive for 2013 - Since we’re approaching the halfway point of 2013, we feel it might be nice to get a feel for the atmosphere surrounding managed futures. CTA Intelligence ...

Brazil's Protests: Can President Roussef Meet the Challenge? - Over the last few days protests have overwhelmed Brazil's largest cities, surprising international observers and, apparently, the government of President...

When Will Unemployment Hit 7%? - This is an update to a post I wrote in December when the Fed first started tying monetary policy to the unemployment rate. December was [...] The post W...

Don’t Call This French Fund Manager a Dinosaur - Tobam’s unique smart beta approach relies on diversification, not active selection, to tap the equity risk premium.

Don’t Call This French Fund Manager a Dinosaur - Tobam’s unique smart beta approach relies on diversification, not active selection, to tap the equity risk premium.

Stronger Prices Lift U.S. Homebuilders, But Better Job And Income Growth Is Needed For Long-Term Recovery - A limited supply of new and existing homes for sale in many U.S. markets and a shift in product mix to higher-price move-up and luxury homes have caused a ...

VXTYN in Front of the Fed Decision - Tomorrow in the middle of the afternoon the markets will brace, take a deep breath, and then parse the wording of the press release from the Federal Reserv...

Research Insight - Employing Systematic Equity Strategies - June 2013 - In this Research Insight, we introduce “Systematic Equity Strategies” (SES), which refers to a rules-based implementation of investment strategies and an...

Fighting Fed fears - The Russell 1000® Index lost 3.8% between hitting its most recent market high on May 21, 2013 and June 5, 2013. What do we at Russell make of this pullback...

Whither China? - All weekend long and this morning as I wake up in Monaco, the number of disparate publications screaming at me about problems in China is just overwhelming...

Predictions… - Last Tuesday night was a special night. I was having some out of state friends that I had not seen for over a year meet my wife and me for dinner. I picked...

We are actively exploring… -

Interest Rate Policy To Impact The Dollar And Commodity Related Industries - All eyes have been on the Federal Reserve recently as talk of tapering of the quantitative easing programs was introduced by some Fed governors. An outcome...

Friday Market Update - On Friday each week, we’ll post links to a handful of investment letters that we think have important content, useful insights, or are otherwise simply wel...

Blackstone's Stephen Schwarzman on Not Wasting a Serious Crisis - Following the 2008 financial crisis, Blackstone Group chairman and CEO Stephen Schwarzman used the acquisition of GSO Capital to diversify the alternative ...

Blackstone's Stephen Schwarzman on Not Wasting a Serious Crisis - Following the 2008 financial crisis, Blackstone Group chairman and CEO Stephen Schwarzman used the acquisition of GSO Capital to diversify the alternative ...

Barclays MSCI ESG Fixed Income Indices - Product Launch - [image: Barclays_logo.png] [image: msci-logo-small.jpg] *On June 11, 2013, Barclays and MSCI Inc. launched a global family of Environmental, Social & G...

Crushing the Middle Class - By: John Browne Monday, June 10, 2013 Like a carefully memorized religious incantation, politicians and central bankers continually stress how the...

Betting that the U.S. Will Beat Emerging Markets - Money manager Richard Bernstein is bullish on American small- and mid-cap banks and industrials, but views the less-developed lands as perilous for investors.

A Cooperative Effort to Win the Cyberwars - In a world where corporate and government networks and websites are under the continual threat of cyberattacks, cooperation between public and private orga...

Just Released: New York’s Latest Beige Book Report Points to Sustained Growth - The New York Fed’s latest Beige Book report points to continued moderate growth in the regional economy.

TalkingPoints: Measuring the Growing Dim Sum Bond Market - The offshore renminbi (CNH) market has expanded significantly since 2009, driven by the growing CNH deposits and anticipation of currency appreciation.

The Great Reflation - By: Peter Schiff Friday, May 31, 2013 This week economists, investors and politicians were treated to some of the "best" home price data since the...

Equity Risk Premiums (ERP) and Stocks: Bullish or Bearish Indicator - If you have been following my blog postings, you are probably aware that I have an obsession with equity risk premiums (ERP), and have done an annual surv...