Italy, and its budget discussions, is the most immediate risk for those investors who are interested in the never ending euro area drama. While these developments are certainly a source of concern to us as well, we’re not sure why … Continue reading →

It’s turning out to be another accident prone August. While this is quite unexceptional as financial markets look for pain thresholds and nothing is quite as painful as watching markets swoon while waiting in the shady oasis at the Club … Continue reading →