September 19, 2013 by Enis • Commentary

To get a sense for the Federal Reserve’s impact on global financial markets, look at the moves in emerging markets today: The main Turkish equity index up 7.5%, up 20% from 2 weeks ago. The …

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September 19, 2013 by Enis • Commentary

The Fed’s decision not to taper has global markets on fire overnight, following the afternoon move in the U.S. Asian Indices All Green, Led by Southeast Asia – Indonesia, Thailand, and India all saw their equity …

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May 31, 2012 by Enis • Commentary

The past month feels eerily similar to mid-summer 2008.  But it’s a bit of a remix.  Back then, I remember quite vividly, many investors acknowledged that the U.S. banking system and housing market were in …

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