Whenever we tell our clients that we’ll be out of the office for a few days at the end of January each year for Context Summit, we usually get a long moment of silence. What was formerly known as the AlphaMetrix Conference, has now productively resurrected itself into Context Summit. …
January was a month full of surprises: some met with cheers, some induced panic. The United States’ big news was the Q4 2014 GDP growth figure, which, while decently positive, was notably below expectations. +2.6% is a number Europe would kill for but against high expectations around lower gasoline costs…
January 15th, 2015: The Swiss Franc gained 30% overnight against the Euro, and was up as much as 39% against both the euro and the dollar at one point. This is a VERY large move in the currencies sector, and not one you normally see in a globally held currency…
Best Of Times, Worst Of Times: 2014 was a year of extremes with stock markets that had bullish input did well (e.g., US up on economic news at +14.5%, Japan up on QE at +7.6%)[1] and bad for those that could not get their act together (e.g., Germany -9.3% (and…