Newsclips
OPEC Moves the Goalposts
March 21, 2018
OPEC is considering moving the goalposts as global inventories fall to their initial target.
OPEC is considering moving the goalposts as global inventories fall to their initial target.
While a hike is a virtual certainty at today's meeting, rumors that the Fed may begin holding pressers at every meeting have the potential to shift the Fed's timetable.
Active management can often outperform in a bear market while still losing money. Convincing investors of the value in this is no easy task.
Today's topics include LIBOR, the FOMC meeting, inflation, ETF liquidity, global M&A and why economics failed us.
Weakness in both technology and financials would be trouble in both engines for U.S. equities.
While the perception is the economy is an unstoppable train, signs of slowing are starting to emerge and could spell trouble for world stock markets.
Cell phone services have acted as a substantial drag on headline CPI over the past year, but this trend is likely about to come to an end. Charles Evans wants to see the dust settle before committing to further hikes.
Topics include Facebook, tariffs, government shutdown, inflation targeting, money manager compensation, a bullish case for Treasuries, higher rates, the petro and timing the rate hikes.
Originally posted on December 27, 2017. Sign up for a free trial at the bottom of this page to read our current research. Summary In this webcast, we look at the poor productivity results in the United States and over ideas for why this is not a measurement problem by the result of… Continue reading What’s Holding Back Productivity
State and local political headwinds are rising just as a break from rising yields saw some utilities begin to catch their breath.