Latest Insights on SG
Don’t Buy the Panama Papers Panic
April 18, 2016 Government & PoliticsWhen it comes to the Panama Papers scandal, the media is tilting at windmills … targeting the wrong people for the wrong issues. But there are real issues here. Don’t be fooled by the smokescreen.
The Red Dragon Roars While the Fed Waits
April 6, 2016 Global EconomyDespite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room.
Monetary Disaster Insurance
March 29, 2016 GoldWhen a financial firm like Munich Re starts vaulting gold and griping about monetary policy, you have to believe that they might be on to something serious.
The Chinese Real Estate Chill
March 8, 2016 Real EstateMisguided federal policy has cast a chill over the U.S. economy, leaving the luxury real estate markets in New York and Miami in the lurch. But the impact could soon spread to other major markets, as Chinese buyers go silent.