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Finally, with Covid fading, and the markets settling, we can return to our ESG series. The last installment in this series was over a year ago, when we introduced the topic and mentioned that we would be looking at specific … Continue reading
Last week’s market action was dominated by a sharp increase in interest rates, particularly in the five year, ten year, and thirty year Treasury maturities. Underlying the action was an unusual circumstance in the short term money markets – the … Continue reading
The behavior of the stock market has been a great puzzle to most observers lately. Why is the market surging when the economy is still struggling, unemployment is still high, earnings have sunk, and the pandemic still rages? Stock values … Continue reading
The coronavirus pandemic has caused a surge in borrowing, at governments, companies, and households. Of these three, the numbers at the government level are the most spectacular – generating giant deficits all over the world. Most of us grew up … Continue reading
We interrupt our series on ESG to bring you perspectives on the virus overtaking our news, the markets and our lives. Following is a compendium of what we know: Scientists are working on vaccines and treatments feverishly, but there is … Continue reading