In this short video we address the main risks that markets are discounting:
- Trade Wars
- Rate Hikes
- Global Slowdown
Professional Sports Franchise Valuation
When we hear about the business side of sports, we often see headlines about large year-over-year increases in reported Forbes’ team valuations, huge new national television contracts, astronomical team sale prices, record free agent player contracts, and oftentimes annual financial losses for teams.
Powell, A Welcome Surprise
The mandate of Janet Yellen in the Federal Reserve can be considered the “lost opportunity”. Yellen and the Federal Reserve delayed urgent and justified rate increases due to fear of market reaction and likely political tacticism in the face of U.S. elections.
Betting on reflation? Three risks to ponder
In this short video we explain the three risks to inflation expectations:
- Global slowdown of PMIs and weakening economic surprise:
- Commodities price action.
- Protectionism is disinflationary. It generates more negatives in growth, trade and consumption than the alleged protection to the sectors involved.