Insights

Read Our Most Recently Published Articles By Eran Peleg, Chief Investment Officer, and the Clarity Team

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Market Updates - Coronavirus
Interest Rates
Global Trends
Economic Growth
Stock Market

Did the Economy Actually Shrink by a Third?

Eran Peleg, CIO

Aug 10
1 min

Did the Economy Actually Shrink by a Third?

The US economic contraction in the second quarter was very bad, and in fact, one of the worst in US history.

Eran Peleg, CIO

Jun 9
2 min

Coronavirus - Market Update (June 9th)

The equity rally we have just experienced is the strongest 50-day rally on record. It is also probably one of the most hated rallies.

Clarity Capital

May 26
2 min

Diversification or Concentration?

Diversification, a key element of risk management, has been deteriorating within the S&P 500 index.

Eran Peleg, CIO

May 24
2 min

Coronavirus - Market Update (May 24th)

in countries where the health situation is generally good, consumer sentiment seems to be returning to normal perhaps faster than expected.

Clarity Capital

May 19
2 min

A Seminal Event

Will the dire scenario reflected in market prices materialize? One thing we can be certain about is that economic uncertainty is high.

Eran Peleg, CIO

May 11
2 min

Market Update - Coronavirus (May 11th)

Easy monetary conditions are helping. According to many measures, we are enjoying the most accommodative monetary conditions on record.

Eran Peleg, CIO

May 4
2 min

Market Update - Coronavirus (May 4th)

Following the very difficult month of March, global financial markets rebounded in April. The benchmark US S&P 500 equity index is up 12.7%.

Market Update – Coronavirus (April 28th)

Eran Peleg, CIO

Apr 28
2 min

Market Update – Coronavirus (April 28th)

After the initial impact and market reactions, we have probably entered the second stage of this market crisis

Market Update – Coronavirus (April 23rd)

Eran Peleg, CIO

Apr 23
2 min

Market Update – Coronavirus (April 23rd)

Some people have asked: how is it possible that the benchmark S&P 500 index has rebounded nicely from the March lows?

Market Update – Coronavirus (April 22nd)

Eran Peleg, CIO

Apr 22
1 min

Market Update – Coronavirus (April 22nd)

From a macro perspective, the important point about all this is that it highlights the extent to which economic demand has been damaged

Market Update – Coronavirus (April 16th)

Eran Peleg, CIO

Apr 16
3 min

Market Update – Coronavirus (April 16th)

Some investors will say that it might be unwise to ignore the old Wall Street adage “Don’t fight the Fed”.

Market Update - Coronavirus (April 10th)

Eran Peleg, CIO

Apr 11
2 min

Market Update - Coronavirus (April 10th)

Given the progress made in many countries on virus containment, there is increasing talk about exit strategies from the lockdowns.

Eran Peleg, CIO

Apr 6
3 min

Market Update - Coronavirus (April 6th)

After we have seen stabilization/moderation in the spread of the virus in China and Italy, we are now seeing a similar pattern in Spain.

Eran Peleg, CIO

Apr 1
2 min

Market Update – Coronavirus (April 1st)

China Caixin Manufacturing PMI index, a gauge of manufacturing activity in China, rebounded sharply in March from February’s abysmal levels.

Market Update – Coronavirus (March 28th)

Eran Peleg, CIO

Mar 29
2 min

Market Update – Coronavirus (March 28th)

Very often, the market bottoming process involves short ‘bear-market rallies’.

Market Update – Coronavirus (March 25th)

Eran Peleg, CIO

Mar 26
2 min

Market Update – Coronavirus (March 25th)

We continue to remain vigilant, but we are also keeping an eye open for new opportunities that lower prices are now presenting to us.

Market Update – Coronavirus (March 22nd)

Eran Peleg, CIO

Mar 22
2 min

Market Update – Coronavirus (March 22nd)

A sustained turnaround in financial markets will only come, I believe, once there are signs that Coronavirus is starting to fade.

Eran Peleg, CIO

Jan 1
2 min

The Shortage of Financial Assets

We often try to explain and to forecast changes in prices of financial assets, e.g. stocks and bonds, by analyzing broad macro-economic o...

Eran Peleg, CIO

Dec 23, 2019
1 min

Sweden - A Sign of Things to Come?

Eran Peleg, CIO December 23, 2019 Sweden, one of the first countries to experiment with negative interest rates, just became the first to...

Eran Peleg, CIO

Dec 12, 2019
2 min

Stranger Things

5 Things in Today’s Financial Markets That Run Counter to Long-Standing Financial Logic 1. Bonds offer negative yields Although the numbe...

Zero Rates Are Destroying the Market Economy

Eran Peleg, CIO

Aug 20, 2019
3 min

Zero Rates Are Destroying the Market Economy

Here we go again. The US Federal Reserve is cutting rates again. The European Central Bank has recently indicated that easier monetary po...

Eran Peleg, CIO

Apr 11, 2019
2 min

“This Time It’s Different”

“This time it’s different” is one of the most dangerous phrases in the investment world. Economies and markets have always gone through c...

Eran Peleg, CIO

Jan 16, 2019
2 min

Elementary, My Dear Watson

Eran Peleg, CIO January 16, 2019 2018 was the worst year for global financial markets since the Financial Crisis of 2008. Global equities...

Recession: Will Perception Become Reality?

Eran Peleg, CIO

Dec 19, 2018
1 min

Recession: Will Perception Become Reality?

Equities globally have been selling-off on growth concerns. Economic activity is moderating from the higher pace experienced earlier this ye

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