Tag: fiscal policy

The Economy In Transition

The Economy In Transition

In a key speech last week (November 14 – 18, 2016), Janet Yellen, Chair of the Federal Reserve (Fed) testified before the Joint Economic Committee (JEC) of Congress, further preparing markets for a Fed rate hike as soon as the […]

Matthews Asia 3Q16 Letter To Shareholders

Matthews Asia 3Q16 Letter To Shareholders

Matthews Asia 3Q16 Letter To Shareholders by Robert Horrocks, PhD Dear Valued Investors, Fiscal policy seems to be on everyone’s mind these days. There may be various reasons for this: one, the U.S. presidential election is upon us, and there […]

Global Debt Is $152 trillion, An All-Time High – IMF

Global Debt Is $152 trillion, An All-Time High – IMF

Global Debt Is Currently At An All-Time High via IMF Executive Summary At 225 percent of world GDP, the global debt of the nonfinancial sector–comprising the general government, households, and nonfinancial firms–is currently at an all-time high. Two-thirds, amounting to […]

Asset Prices And Risk Levels Rising

Asset Prices And Risk Levels Rising

Asset Prices And Risk Levels Rising – Market Commentary by Narrow Road Capital Both risk assets and “safe haven” assets rose in July with negative interest rates and quantitative easing helping to drive gains “Safe haven” assets are becoming crowded and […]