Wall Street Currents

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...

Financial globalisation: Retreat or reset? - Is financial globalisation in retreat? This column suggests it might be. There’s been a recent and significant retreat in European financial integration ...

French Schools Show Pitfalls for U.S. Common Core - On June 17, tens of thousands of French 18-year-olds participated in a rite of passage for which they had been preparing all their lives: writing the philo...

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...

Interview: Stormy Weather After US-China Summit - Nicholas Borst explains that pledges between Presidents Obama and Xi to cooperate have been undercut by recriminations over cyber espionage.

You Thought That was Bad? Look at These Monthly Losses - Comparing Asset Classes monthly is a little bit like looking up at the scoreboard during halftime. After asset class losses in May, Mebane Faber wiped up a...

Jacob Lew’s Signature, Squiggle-Free - Those awaiting a new, Slinky-like John Hancock upon their dollar bills may be disappointed by the Treasury secretary's official signature.

2013 World Wealth Report: Level of Trust in Wealth Managers And Firms Rises — Slightly - [image: 2103 World Wealth Report: Level of Trust in Wealth Managers And Firms Rises — Slightly]The world's high net worth individuals (HNWIs) expressed inc...

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...

10 Year Treasury Yield Back Above CPI - CPI, which was reported this morning, has shown some deceleration lately. The core index is 1.68% higher than it was last year, which is a [...] The pos...

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...

Economic Research: U.S. Home Prices Suddenly Surge, But Talk Of A Bubble May Be Premature - As the rebound in the U.S. housing market continues to strengthen, with annualized prices rising more than 10% nationally in March and April, some market w...

Skandinaviska Enskilda Banken’s Chris Flensborg on the Evolution of Green Bonds - As green bonds become an increasingly credible investment, one of their original architects talks about their evolution.

Skandinaviska Enskilda Banken’s Chris Flensborg on the Evolution of Green Bonds - As green bonds become an increasingly credible investment, one of their original architects talks about their evolution.

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...