Newsclips
Opportunities in Asia: Indonesia and the Philippines
September 24, 2018
With key interest rate decisions approaching, both Indonesia and the Philippines stand out as we search for opportunities in the Asia Pacific region.
Search
Found 40611 Results
Page 705 of 3385Newsclips
What We’re Reading
September 24, 2018
Today's topics include the Federal Reserve, trade wars & inflation, making the case for gold, "this time is different", what is driving stock returns, share buybacks, stock market seasonality, no concern over rising yields, betting on volatility and cryptos from an innovation standpoint.
Newsclips
Cartoons
September 24, 2018
Newsclips
Conference Call Replay – The Great Showdown Between Markets and Fed Over Inflation Part 2
September 21, 2018
A replay of our Septemeber 20, 2018 conference call.
Newsclips
U.S. Dollar to Struggle, Inflows into U.S. Equities Set to Peak
September 21, 2018
We expect the U.S. dollar to churn sideways-to-lower with economic growth converging across the globe and inflation expectations well-anchored. Equities outside the U.S. and commodities away from energy are likely outperformers.
Newsclips
Potential Upside for Oil Prices
September 21, 2018
We're starting to see more upside for oil prices. We continue to eye a scenario where converging economic growth rates push Treasury yields higher and the U.S. dollar lower. The confluence of a weaker dollar, stronger metals and rallying industrial equities would be bullish for oil.
Newsclips
Outside of Walmart, Still Few Tariff Concerns
September 21, 2018
Walmart remains an outlier in worrying about tariffs. Most companies see little-to-no impact.
Newsclips
What We’re Reading
September 21, 2018
Today's topics include the Q2 flow of funds report, Fed communication, protecting the Fed, negative interest rates in Switzerland, the housing market, investors seek risk, the Narrow Bank, rising leveraged loan issuance, alternative data, US tariffs, trade wars and currency markets and taking advantage of overvaluation.
Newsclips
Cartoons
September 21, 2018
Newsclips
Watching Opportunities in Asia Pacific Region
September 20, 2018
Uncertainty about China's resilience to the escalating trade war has much of Southeast Asia still bogged down. We watching industrial metals, uncertainty about global central bank policy and the dollar as we monitor opportunities in the region.
Newsclips
Midterm Update
September 20, 2018
The following charts continue to support the idea that the midterms are going to be a lot closer than conventional wisdom suggests.
Newsclips
What We’re Reading
September 20, 2018
Today's topics include "this time is different" for the yield curve, no consternation over rising yields, a look at real yields, U.S. vs European yields, shaking up the tech sector, a different fee structure for hedge funds and a new nominee for Fed board of governors.