Sample Our Reports, Presentations, & Market Insights
Blackrock Blog – Jeffrey Rosenberg: What the bond markets tell us about reflation We see stable global growth and inflation helping the Federal Reserve make good on its promise to Normalize normalization. Global developed bond yields...
The New York Post – John Crudele: How companies lie about earnings to meet Wall Street expectations Everyone knows by now that companies can — and do — manipulate their per-share earnings to meet Wall Street expectations. But I’ve always...
The Wall Street Journal – ‘Buy the Dip’ Is Becoming a Pavlovian Reflex Mr. Chan notes that five standard-deviation stock declines are happening more often. There have been three such declines in U.S. stock market in less than a...
The Upshot (NYT Blog) – Angry Over Zillow’s Home Prices? A Prize Is Offered for Improving Them It’s one of the oldest tricks in an internet company’s playbook. Concoct a tool that gives the public new statistics on something — the...
CNBC – Nobel winner Robert Shiller: Stay in the market because it ‘could go up 50 percent from here’ Nobel Prize-winning economist Robert Shiller believes investors should continue to own stocks because the bull market may continue...
Bloomberg View – Mohamed A. El-Erian: How Central Bankers Get Their Communication Timing Wrong Comments by the president of the St. Louis Fed encouraged the markets’ belief that the Fed is their BFF. By suggesting that the Fed may need to...
The Financial Times – Reminder: A “normalised” Fed balance sheet won’t be normal-sized Even before the Fed addresses the tougher questions — how it wants to control interest rates, and who it wants to trade with — the balance sheet...
The Financial Times – Why investors downplay US debt binge risks Outstanding US corporate debt has swelled more than 275 per cent over the past two decades to $8.5tn, with credit ratings broadly deteriorating over that period. In 1996,...
Business Insider – A definitive breakdown of the gloomy state on Wall Street Don’t be fooled. While Wall Street bank revenues appeared to bounce back in the first quarter of 2017, with banks posting strong results in fixed income...
Bloomberg Business – China Hit by First Moody’s Downgrade Since 1989 on Debt Risk Moody’s Investors Service cut its rating on China’s debt for the first time since 1989, challenging the view that the nation’s leadership will be...
Business Insider – Australian who runs $37 billion investment fund calls Uber a ‘ponzi scheme,’ claims it’ll be broke in a decade Hamish Douglass, the co-founder of the Magellan Financial Group with more than $37 billion USD...