Saturday, October 2, 2021

CityWire: How macro data can help identify promising commercial real estate markets

 By SIMON CONSTABLE

Data scientists are upending the way investors select and buy commercial real estate. Quantitative machine learning techniques, analyzing millions of data points from thousands of variables reflect a radical change in the real estate industry. Such predictive analysis builds upon the traditional method of buying and selling properties, which once relied solely on a deep personal knowledge of local markets by individuals. Read more here.



Photo by Michael Dziedzic on Unsplash

WSJ: When Investors Mention ‘Decoupling,’ What Do They Mean?

 By SIMON CONSTABLE

The Wall Street term had one definition for decades, while now it has another. Read more here.

China's Forbidden City

Photo by Ling Tang on Unsplash

Friday, October 1, 2021

Barron's: Brazil’s Stocks Fizzle as Political Problems, Inflation Persist

 By SIMON CONSTABLE

On the face of things, booming commodities markets should mean Brazil’s outlook would be promising. But the reality is that global investors have lost confidence in the county’s leadership, including President Jair Bolsonaro. The situation could get worse as global growth slows, experts say.

“Earlier this year, Brazil was a favorite investment play, but it fell out of favor,” says Marc Chandler, chief market strategist at Bannockburn Global Forex. “Bolsonaro has lost credibility with investors.” Read more here.

Thursday, September 30, 2021

Forbes France: Un indicateur clé montre la faiblesse de l’économie chinoise

 By SIMON CONSTABLE

D’après les statistiques officielles, on pourrait croire que l’économie chinoise est en plein essor. Mais un indicateur clé montre que la deuxième économie mondiale pourrait connaître des difficultés. 

Read more here.

Steel rebar for construction

Forbes France: Les perspectives du marché des métaux précieux restent positives

 By SIMON CONSTABLE

Les investisseurs en métaux précieux ne doivent pas désespérer. Les perspectives à long terme restent positives. Selon un analyste chevronné, la récente chute des prix depuis août 2020 n’est que le calme qui précède une nouvelle hausse dans un marché haussier qui se poursuit. 

Read more here.

Photo by Jingming Pan on Unsplash

CBS Eye on the World with John Batchelor: Christmas, and Petrol Panic

 By SIMON CONSTABLE


Listen here.



Photo by LuAnn Hunt on Unsplash

CBS Eye on the World with John Batchelor: Everything is pricier from China to Scotland

 By SIMON CONSTABLE


Listen here.



Pricey Gasoline
Photo by Rock Staar on Unsplash