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Are 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, CIO
Mar 1, 20171 min read


The Writing Is On the Wall
Eran 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, CIO
Feb 27, 20172 min read


The 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, CIO
Feb 16, 20171 min read


Is 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, CIO
Jan 15, 20172 min read


When 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, CIO
Jan 5, 20172 min read


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, CIO
Dec 26, 20161 min read


Higher 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, CIO
Dec 19, 20162 min read


Another Shock to Financial Markets?
Eran Peleg, CIO November 27, 2019 Will the Italian Referendum Deliver Another Shock to Financial Markets? A constitutional...

Eran Peleg, CIO
Nov 27, 20162 min read
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