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Page 684 of 3385Conference Calls
Conference Call Replay – On Rising Volatility and Slowing Global Growth
November 15, 2018
A replay of our November 15, 2018 conference call.
Newsclips
Large Caps Prevail as Health Care Rebounds
November 15, 2018
Investors are pouring back into the health care sector, but this time they prefer large caps.
Newsclips
What We’re Reading
November 15, 2018
Today's topics include Powell weighing risks of rate hikes, junk bonds' predictive ability, turmoil in the U.K., the growth of passive investing continues, pushing back against corporate bond bears, GE's potential effect on the junk bond market and negative gamma in the crude oil market.
Newsclips
Cartoons
November 15, 2018
Newsclips
Cost of Labor Becoming a Top Concern for Companies
November 14, 2018
Companies are reporting rising wages are on the horizon, amplifying concerns to the greatest post-crisis. But, wage gains remain extremely different between tech-heavy industries and metros relative to the rest of the economy.
Newsclips
Falling Oil Prices to Test the Bank of Canada
November 14, 2018
Potential weakness in the housing market and the drop in oil prices will test the Bank of Canada's hawkish intentions.
Monthly Reports
Inflation Watch – Used Car & Truck Prices Show Massive Increase Off Depressed September Level
November 14, 2018
Used car and truck prices followed up September's huge decline with a near-record increase in prices in October.
Newsclips
What We’re Reading
November 14, 2018
Today's topics include the Brexit deal, General Electric and the collapse of IG debt, corporate defaults in Europe, Italy, Greenspan sees signs of inflation, dividend seekers and EM stocks, crude oil implied volatility spikes, investors move cash into Brazil, natural gas keeps rising and another bearish billionaire.
Newsclips
Cartoons
November 14, 2018
Newsclips
Slowing Global Growth and Rising Policy Uncertainty
November 13, 2018
Global synchronized slowing is taking hold, but the U.S. and Latin America remain out-performers for now. Safe assets and the U.S. dollar have performed quite well during similar instances in the past.
Newsclips
A Different Kind of Risk-Off Has Treasuries Underperforming
November 13, 2018
The longest risk off cycle since December 2016 marches on, now at 37 trading days. Treasuries have underperformed versus typical risk off cycles.