Eran Peleg, CIOMar 1, 20171 minAre Investors Too Compacent About Fed Rate Increase? Eran Peleg, CIO March 1, 2017 Economic activity and inflation data have been on the rise recently. Not just in the US, but more globally....
Eran Peleg, CIOFeb 27, 20172 minThe Writing Is On the WallEran Peleg, CIO The Berlin Wall came down in 1989. Since then, we have enjoyed a relatively stable geo-political environment. We have had...
Eran Peleg, CIOFeb 16, 20171 minThe Odds Are Stacked Against a Trump Re-Election in 2020 Eran Peleg, CIO I am not a political analyst. However, I am the student of economic history. And at least as far as economics go, the...
Eran Peleg, CIOJan 15, 20172 minIs the Russian Bear Now a Bull? Eran Peleg, CIO The Russian equity market and the Ruble have strengthened considerably in 2016 – up around 30% and 15%, respectively....
Eran Peleg, CIOJan 5, 20172 minWhen is the Pound Cheap? Eran Peleg, CIO The British Pound has dropped significantly in recent months, since the Brexit vote at the end of June. But is it...
Eran Peleg, CIODec 26, 20161 min The Risks of Complacency Eran Peleg, CIO December 26, 2016 The VIX index stands at 11.4%. The VIX is a measure of the implied volatility of S&P 500 index options....
Eran Peleg, CIODec 19, 20162 minHigher Bond Yields: Are We There Yet Eran Peleg, CIO December 19, 2016 First some illustration from the Simpsons: https://youtu.be/a8k1eTEw4rQ Bond yields have risen...
Eran Peleg, CIONov 27, 20162 minAnother Shock to Financial Markets?Eran Peleg, CIO November 27, 2019 Will the Italian Referendum Deliver Another Shock to Financial Markets? A constitutional...