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Is Retail Exposure a Problem for CMBS?
It’s no secret that the retail sector has been under a lot of pressure. Retailers are facing significant headwinds, including[…]
Five Reasons Why China is Unlikely to Devalue the Renminbi
For years, President Trump has accused China of purposely devaluing the renminbi to boost exports. With trade and political tensions[…]
Fed Watch: Things Could Get Interesting
The Federal Reserve Open Market Committee is set to release its press statement on December 19. I will be watching[…]
Fed Watch: All Eyes on Yellen
This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The Federal Reserve seems eager to[…]
Turkish Referendum: Local Markets Rally, But For How Long?
So far, the market’s reaction to Turkey’s historic referendum on the adoption of a national presidential system on April 16[…]
Turkey’s Back in the Headlines: What This Could Mean for Turkish Banks
With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do[…]
Don’t be Fooled by the Rally: Turkey Remains Under Pressure
The crisis in Turkey is rapidly evolving, with new developments emerging every day. Turkish assets sold off significantly from August[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Cracks Appearing in Five Highly Leveraged Economies
Cracks are starting to appear in five highly leveraged economies: Canada, Australia, Norway, Sweden and New Zealand.
Can Holiday Spending Rescue Retail?
This year saw a lot of buzz about the retail apocalypse as a record number of retailers filed for bankruptcy,[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
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