After generally trending higher in the first quarter, the dollar slumped in April. An important leg of support was cut, as interest rates fell. The 10-year...
Companies focused on inclusive growth could stand to benefit in the long run. Investment specialist Ramon Esteruelas and environmental, social and governance (ESG) research analyst Delphine...
Everyone on Wall Street is trying to figure out if the peak in Treasury yields will stick for a while now that the US is approaching...
Tech companies in Silicon Valley, the geography, have had an incredible year. But one indicator points to longer-term changes. The internal rate of return (IRR) for...
Few had expected any major announcements to be made at the 28-29 April meeting of the Federal Open Markets Committee (FOMC) and indeed, there were none....
Few had expected any major announcements to be made at the 28-29 April meeting of the Federal Open Markets Committee (FOMC) and indeed, there were none....
Futures Slide On Last Day Of April Despite Blowout Earnings And Econ Data "As good as it gets." U.S. index futures slumped on the final trading...
Classical fixed income is already a source of ‘return-free risk’ in this post-pandemic economy awash with central bank stimulus. Reflationary expectations have expedited the rise in...
This past week, the financial media was ripe with one guru after another calling for the market to correct to the tune of anywhere from 5-20%,...
S&P Futures Flat Ahead Of Earnings Deluge; Nasdaq Drops As Tesla Looms S&P futures were flat, Nasdaq futures dipped ahead of FAAMG earnings while European stocks...
Is the reflation trade that favoured value stocks, cyclicals and small caps already over? We do not believe so. The factors that recently turned against this...
Long-term growth trends and innovation continue to create demand for healthcare at a rate that exceeds the pace of economic growth. Jon Stephenson, portfolio manager for...
U.S. Federal Reserve Chairman Jerome Powell is likely to face questions over whether improving… The post Dollar lower on bets Fed will shun tapering bond purchases...
Commodities rallied last week, posting a fourth straight weekly gain. The rise led mostly positive returns for the major asset classes for the trading week through...
Morgan Stanley Is Planning Ahead For A "Harder Summer" By Andrew Sheets, chief cross-asset strategist at Morgan Stanley The weather in London has been unseasonably good...
Gold & The Coming Oil Shortage - Part II Via GoldMoney Insights, The oil price crash on the back of the COVID-19 lockdowns has accelerated the...
'Patient Zero' Of The Bubble Pandemic: Alan Greenspan Authored by Matthew Piepenburg via GoldSwitzerland.com, Below, we consider two well-known names in modern markets, former Fed Chairman...
"The Stock Market Has Gone Crazy And Will Likely Go Even Crazier" Authored by Mark Dittli via TheMarket.ch, Chen Zhao, Founding Partner and Chief Strategist of...
Gold & The Coming Oil Shortage – Part I Via GoldMoney Insights, The oil price crash on the back of the COVID-19 lockdowns has accelerated the...
Wall Street could see more volatility during a very busy trading week that is filled with a wrath of central bank decisions, surging international COVID-19 cases,...
21 Remarkable Stats For '21 In his latest Flow Show report, Bank of America's Chief Investment Strategist, Michael Hartnett has compiled 21 remarkable statistics for 2021,...
Value stocks have been underperforming ‘glamour stocks’ for a while, rendering valuations as cheap as they were in the tech bubble of 2000, while ‘glamour stocks’...
2020 was a crazy year for investors, and convertible securities had an especially wild ride. From the beginning of the sell-off on Feb. 20 to their...
Macro update Financial markets roared back to life over December, boosted by news of potential breakthroughs on multiple COVID-19 vaccine trials. The confluence of Pfizer, Moderna,...
A weak US dollar is commonly seen as a benefit to international stocks as foreign companies’ returns appear more attractive in dollar-denominated terms. So it’s no...
By Tobias Adrian, Rohit Goel, Sheheryar Malik, Fabio Natalucci عربي, Español, Français, Português, Русский The rise in long-term US interest rates has become a focus of...
IEA Issues "Dire Warning" About 5% Rise In CO2 Emissions Happening As A Result Of Covid Re-Opening The International Energy Agency (IEA) has issued what is being...
Strong economic data over the last week in the US and Europe has reinforced the view among investors that the cyclical recovery is progressing. Ample liquidity...
The B2B payments space has seen an explosion in demand, and investor interest, in the wake of the COVID-19 pandemic as businesses try to figure out...
Futures Slide For Second Day Amid Renewed Virus Worries S&P 500 and Nasdaq 100 stock futures extend declines for a second day, with both down about...