By George Milling-Stanley, Head of Gold Strategy, SSGA. Despite some moderation on the volatility front post-election, the new year is looking poised to serve up more uncertainty...
A bear-market bias continues to weigh on the US Dollar Index, which has tumbled sharply this year. That’s a bullish tailwind for US investors holding assets...
Yields of sovereign developed market debt have fallen to record lows in 2020. Daniel Morris, chief market strategist, and Olivier De Larouzière (OL), head of multi-strategy...
Everyone Is So Bullish That Bears Are Hard To Find Tyler Durden Mon, 12/14/2020 - 10:45 By Ye Xie, Bloomberg macro commentator Three things we learned...
By MSCI. Inflows into environmental, social, and governance (ESG) funds have soared in recent years and months, in part motivated by outperformance since the COVID-19 pandemic...
Is Oil Still The Cheapest 'Reflation' Asset? Tyler Durden Sun, 12/13/2020 - 17:40 “Oil is the cheapest of all reflation assets,” said Amrita Sen, co-founder of London-based...
Irrational Exuberance – The Bulls Remain In Control Tyler Durden Sun, 12/13/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, Bullish Bias Continues Over the past...
2020 Is Ending With 93% Of Global Economies Contracting... And With Markets At All Time Highs Tyler Durden Sat, 12/12/2020 - 21:00 As BofA's European credit...
In this issue of "Irrational Exuberance - The Bulls Remain In Control." Bullish Bias Continues The Disposition Of Risk And Control Portfolio Positioning Update MacroView: The...
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and...
The ECB is expanding its pro-growth and pro-inflation asset purchases and allowing the buying programme to run for longer. The objective is to safeguard favourable financial...
Gundlach Asks "Why All The BLM Protests Disappeared One Week Before The Election" Tyler Durden Wed, 12/09/2020 - 11:55 In his latest, roughly 80 minute DoubleLine...
Consumers will have downloaded 130 billion apps in 2020 across iOS and Google Play, up 10% year-over-year, according to mobile data and analytics firm App Annie’s...
By Christian Bogmans and Claire Mengyi Li Español, Français As the world economy emerges from the COVID-19 crisis, the consumption of coal is expected to recover...
The longer-term growth outlook for the global economy continues to improve. Most recently, the news that a number of vaccines are proving effective at preventing COVID-19...
2021 Will Be A "Reality Check On Extend-And-Pretend" - Saxo Bank Unveils Its 'Outrageous Predictions' For The Year Ahead Tyler Durden Tue, 12/08/2020 - 08:35 Via...
China & The US Are Facing Off In The Third World Tyler Durden Mon, 12/07/2020 - 23:40 Authored by Hal Brands, op-ed via Bloomberg.com, During the...
I hope you’ll join me LIVE when I moderate this spirited panel at The World of ETF Investing Virtual Expo.Targeted Exchange Traded Products for Sophisticated InvestorsTuesday,...
Multi-factor equity investing has underperformed in 2020 as a small number of growth stocks left the peleton far behind. Daniel Morris (DM), chief market strategist, and...
Bureaucracy, political upheaval, and lack of regulations continue to make Latin America a difficult market for European and The post Latin America: How pharma can navigate...
JPMorgan Warns Crowded Trades And Euphoric Consensus Are The Biggest Threats For Markets Tyler Durden Sun, 12/06/2020 - 09:55 Last month, during our 13-F postmortem, we...
In this issue of "Sign, Sign, Everywhere A Sign. But Investors Disregard." Bullish Bias Continues Into December Sign, Sign, Everywhere A Sign Portfolio Positioning Update...
In November, global equities saw their biggest ever monthly rise: +12.2% for the MSCI AC World index in US dollars (dataset since 1988). Encouraging news on...
Futures Rebound To Record High As Crude Spikes Ahead Of Jobs Report Tyler Durden Fri, 12/04/2020 - 08:05 Another day, another record high in the S&P,...
Futures Rebound To Record High As Crudes Spikes Ahead Of Jobs Report Tyler Durden Fri, 12/04/2020 - 08:05 Another day, another record high in the S&P,...
Financial markets remain torn between near-term concerns about the evolution of the COVID-19 pandemic — infection and hospitalisation rates are rising in the US after the...
Bulls Are Readying Shopping List Beyond Christmas Tyler Durden Tue, 12/01/2020 - 15:25 By Jan-Patrick Barnert and Michael Msika, macro commentators at Bloomberg As investors enter...
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how...
A number of local state-owned enterprises (SOEs) defaulted on their debt recently, causing the Chinese fixed income market to sell off and putting upward pressure on...
The end of the annus horribilis is at hand, and despite the hard winter ahead for the northern hemisphere, there is a sense of optimism for...