In our previous Global Macro Outlook, we discussed how the market is anticipating a broad-based recovery on the heels of Trump’s fiscal stimulus, and how that “Reflationary Trade” may not actually be feasible, given the hard data. Given the recent spate of economic releases in the month of March, we might be seeing further confirmations […]
Publications Archives - World Federation of Young Investors
Global Macro Outlook March 2017
• The biggest theme in Global Markets as of late March are the reversals in the Trump trades of 2017. For example, on Tuesday 21st March, the equities market fell by 1.2% in response to fears that Trump policies, in addition to the inflationary effects of those policies, may not come through. At the same […]
All Investors Are Equal, but Some Are More Equal Than Others
The arrest of Volkswagen’s former US compliance officer Oliver Schmidt last Sunday is yet another setback for the company in the United States following the 2015 emissions scandal. Currently, Volkswagen is involved in multiple litigation cases which look to become very costly. However, the situation is quite different in the US and Europe. In the […]
Why Russia Desperately Needs a Pension Reform
Russia has frozen its usual semiannual pension indexing this half year, citing financial difficulties. As of February 1, when the payments rose by 4 percent, the average pension in the country accounts to 13 132 rubles, which is roughly equal to 200 USD. Inflation in 2015 was almost 13%, and circa 6% by the end […]