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About This Content
The views expressed here regarding market and economic trends are those of Investment Professionals, and are subject to change at any time. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of Pioneer. There is no guarantee that these trends will continue.
This material is not intended to replace the advice of a qualified attorney, tax advisor, investment professional or insurance agent. Before making any financial commitment regarding any issue discussed here, consult with the appropriate professional advisor.
Monthly Archives: February 2016
The prolonged slide in oil prices to early 2000s levels has, in our view, profound implications for the economic outlook and financial markets. In a recent Perspectives piece, I’ve addressed some of the key questions that the oil weakness has raised, … Continue reading
There has been a lot of news on the Brexit debate in recent days. UK Prime Minister David Cameron obtained a new draft for the EU deal at last week’s summit in Brussels, and set a date for the referendum … Continue reading
One of the unintended consequences of G-4 QE policies has been the development of EM macro imbalances. These imbalances have manifested themselves in rising current account deficits, rising inflation, robust credit growth and a rapid buildup of USD-denominated debt. During … Continue reading
On December 11, 2015, the People’s Bank of China (PBoC) announced a new renminbi (RMB) exchange rate index that sent a clearer message about a significant shift in the way the PBoC manages its exchange rate. The key reason for … Continue reading
As we predicted in January of 2015, the U.S. dollar (USD) experienced a bull market last year. That significant rally was surprisingly broad. In my recent Pioneer Blue Paper, U.S. Dollar Bull Market: Moving into Overshoot Territory in 2016, we examine … Continue reading