Newsclips
If You Can Stand the Heat
September 6, 2018
Away from Turkey, emerging markets in eastern Europe and the Middle East are outperforming as Turkey flounders. So far, taking the risk that problems will stay contained is paying off.
Away from Turkey, emerging markets in eastern Europe and the Middle East are outperforming as Turkey flounders. So far, taking the risk that problems will stay contained is paying off.
Emerging markets and industrial metals stand to benefit with a return of economic data beats across the globe.
Today's topics include the emerging market rout, the divergence between U.S. and global growth, stock market seasonality, making the case that Lehman should have been bailed out a decade ago, suing the Fed, trouble in crypto-land and a dose of skepticism on algos.
As stock valuations go higher, expectations on future long-run returns must be tempered.
The longest stretch on record of positive correlations among major asset classes is ending.
The future was looking brighter for brick and mortar retail, but cracks are beginning to appear.
Amazon's market cap hit $1 trillion, but Apple remains top dog.
With February's spike in volatility a distant memory, speculators have returned to their favorite trade - shorting the VIX.
An update of the Federal Reserve's quantitative tightening
The following charts continue to support the idea that the midterms are going to be a lot closer than conventional wisdom suggests.
An interactive chart showing long-term interest rates.