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Recent Posts
- Of Europe and Earnings and Chinese Housing
- Weak, but not weak enough – April jobs number won’t alter year’s economic growth forecast
- Why GDP fears may be overblown
- Earnings pull market from Euro-jitters
- This time isn’t different
- A silver lining amid a down week in the markets
- Answering the $64,000 question
- Where do we go from here?
- Spain’s tension point – now and for the foreseeable future
- Buyer and Seller Beware
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Author Archives: Aran Murphy
Buyer and Seller Beware
The Commodity Futures Trading Commission (CFTC) in January 2012¹ created a regulatory safe harbor for major dealers and market participants to be counterparties to many swap transactions with “end users”, such as pension plans. The safe harbor applies if a … Continue reading
Posted in Capital markets insights, Investing, Markets
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Inflation and Instability
The Consumer Price Index indicates that so far U.S. inflation rates are relatively benign1. However, prices in the U.S. for dollar-denominated commodities, such as fuel and basic foodstuffs, have been on a sustained upward trend2. Elsewhere in the developing world, … Continue reading
“Risk free” rates in the new risk environment
As every school boy and CFA candidate knows, the anchor of relative investment valuation and portfolio construction is the risk free rate. Whatever the market has to offer for returns on any mix of assets, that rate should be better … Continue reading
Posted in Capital markets insights, Economy, Investing
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Adrift without an axiom
Motivated by the innovative work on currency by our colleague Ian Toner, we at Russell often times find ourselves in near theological debates. Changes in conventional thinking on a subject like currency must be earned yard by yard, as on … Continue reading
Posted in Indexes, Manager research
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