Strategist Carlo Besenius presents his weekly technical view of equity markets, sectors, currencies, commodities, and rates.
Tag Archives: Patricia B Twining
100614 _ CGI Weekly Market Commentary: Buy Euro, Sell $, Buy Bovespa, Buy Industrials
100614 CGI Morning Market Commentary & Weekly Charts
Strategist Carlo Besenius provides his weekly outlook for equity markets and sectors, commodities, and currencies.
053014 – European Elections – Plus ca Change
053014 – CGI European Strategy- Plus ca change
Trish Twining reviews the impact of the European Parliamentary Elections across Europe. While the Euro-skeptics won 143 streets, the headlines imply greater impact than reality at present. Fragmentation between parties is significant, largely playing to their home audience. More significant is the need for both individual Member States and the EU to focus on jobs growth and restarting the economic engine. Infrastructure initiatives already in process by the European Commission and the European Investment Bank (EIB) to stimulate public private partnerships (PPP’s) may provide interesting opportunities.