The State Of The Chinese Economic Recovery

 August 26, 2022 |Michael Capobianco
Despite its economic might, China’s publicized recovery has appeared less certain this summer. Recently published weaker economic data highlight the continued impact of the government’s strict anti-COVID policies, while housing market turbulence and Taiwan...
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Equity Markets - No Summer Slowdown In 2022

 August 19, 2022 |Michael Capobianco
Market activity often slows in the summer, but not this year. The long-running cliché about “summer doldrums”—when the stock market is typically sluggish as institutional and individual investors take time out to relax on vacations— has been stood on...
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European Events and Potential Portfolio Impacts

 August 12, 2022 |Michael Capobianco
Today we’ll examine three key events that have marked the regional economic outlook in the summer of 2022 so far: The contest to become the next UK prime minister The EU plan to avoid winter energy shortages The collapse of the Italian government. Let’s...
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Geopolitics Put Into Perspective

 August 05, 2022 |Michael Capobianco
As if investors didn’t have enough concerns on their minds, rising geopolitical risks are adding an unwelcome wrinkle to the investment backdrop. While markets tend to absorb military clashes rather quickly, the complex web of trade and financial ties...
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