Month

August 2016

GIS August 29 (Money Multipliers)

Date: 2016-08-28 - Prepared by: The GISI
In this week’s GIS, we discuss a key indicator that most central banks―including the Fed―will be observing carefully in order to figure out how expansive/stimulative their policy truly is.  This document is only available to members Request your free trial...
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Special Alert on Global Rates

Date: 2016-08-23 - Prepared by: The GISI
In this note I would like to share three thoughts. First, the Federal Reserve and US politics. Second, big changes within the Fed in terms of future interest rates. Third, global investment/market implications. This document is only available to members...
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GIS August 15 (The Next Surprise)

Date: 2016-08-14 - Prepared by: The GISI
A very big change is occurring in how the Fed thinks about interest rates. This will have a major impact on all asset classes. We discuss this development in this week’s GIS. We also review: (a) our asset allocation to prepare...
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American-Russian Relations

Date: 2016-08-09 - Prepared by: The GISI
In March 2016, in a fascinating interview to The Atlantic magazine, president Obama revealed some of the dynamics of the US national-security apparatus and explained why, in September 2013, he refused to bomb Syria: “The perception was that my credibility...
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