Interview between Charles Porter from SGM Foreign Exchange and Dr. Waltraud Schelkle, professor at the London School of Economics: The Fed Interest Rate Debate.
In this video we discuss whether the European Sovereign Crisis, the Financial Crisis, and the Great Recession are over.
Dr. Schelkle argues that an interest rate hike is overdue.
Find the Transcript of our interview here:
Forgiven Even with an equity correction underway at the start of yesterday’s session, it still appeared that the market was under-pricing the risk of a protracted conflict in the Middle East. FX and fixed income asset classes had reacted more severely with stronger defensive bids into currencies including the Dollar and Franc, but still the […]
Fade America There have been times during Trump’s second term that have had markets and financial commentators alike calling for an era of ‘sell-America’. Sell-America is the notion describing a scenario in which investor sentiment sours towards the US so much so that valuations across US assets decline. This is a unique scenario because many […]
Sell first, question later The jury is still out on whether the initial “sell everything” reaction to a sudden increase in geopolitical risk has concluded. Certainly, some volatility remains which serves as an indication that trading conditions have not calmed whilst markets continue to question how this chapter of US military intervention ends. Emerging markets […]