In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but...
JPM Now Expects The US To Add 675,000 Jobs Every Month One month ago we asked whether "Powell just gave everyone the green light to just...
Tech Tumbles As Yields Surge, Meme Stocks Explode It's not just the surge in meme stocks that is a case of deja vu all over again:...
Overlooked areas investors are interested in now that legacy automakers are shifting their portfolios to electric and new EV manufacturers
Are Yields About To Blast-Off: Here Are The 3 Things To Watch For many months, traders and strategists have been warning - and dreading - a...
Shares in emerging markets were again the top weekly performer for the major asset classes, based on a set of exchange traded funds. Commodities and foreign...
Since the beginning of the year, 10-year US Treasury yields have risen to an almost 11-month high as markets anticipate a normalizing economy and further, massive...
The Modi government is more sceptical about free trade deals than previous Indian administrations, as evidenced by its decision not to join the RCEP trading bloc.
By Vitor Gaspar, Raphael Lam, Paolo Mauro, and Mehdi Raissi The COVID-19 pandemic is accelerating in many countries and uncertainty is unusually high. Decisive government actions...
China isn’t the only country actively resisting the “stimulus” certainties which go for inarguable wisdom around most of the rest of the world. Xi Jinping has...
By Gita Gopinath In just three months since we released our last forecast in October, recorded COVID-19 deaths have doubled to over 2 million, as new...
US Economy Is Set To Overheat As Households Are Flooded With $2 Trillion
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Although financial markets have lost their fear of the coronavirus pandemic, there are currently no strong trends in the gold and silver markets. While we agree...
Harry Truman famously asked for a one-handed economist so he could stop hearing, “On the one hand, but then on the other hand.” Q3 2020 hedge...
Sage Advisory Services market review for the fourth quarter ended December 2020, discussing what contributed to and detracted from performance for the Sage Tactical ETF Strategies....
Today, we are pleased to present a guest contribution written by Daniel Soques (University of North Carolina Wilmington). The views presented represent those of the authors alone...
Latest data for BRIC Manufacturing PMIs indicates three countries outperforming global rate of recovery in manufacturing sector, against one country (Russia) remaining in contraction territory and...
Goldman's Top Charts Of 2020 In the year's final report published by Goldman's economists the bank has summarized key global themes that stood out this year...
McCormick announced today that it has purchased 100% of the shares of FONA International and certain affiliates for $710 million in cash.
This Time Is Not Different. More Debt, Less Growth Authored by Daniel Lacalle, I remember that in 2009 three messages were constantly repeated: “In this crisis...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
This week, we speak with Tom Slater, who is head of the U.S. equities team and a decision maker on long-term global growth portfolios at...
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...
EUR/USD is slightly lower in the Friday session. Currently, EUR/USD is trading at 1.2113, down 0.19% on the day. ECB boost PEPP, notes high euro The...
Are We In A "New Normal"? Tyler Durden Tue, 12/08/2020 - 16:27 Authored by Tuomas Malinen via GnSEconomics.com, The past two years have been especially brutal...
The IMF's Net-Zero Fairy Tale Tyler Durden Mon, 12/07/2020 - 23:00 Submitted by Rupert Darwall, senior fellow of the RealClear Foundation and author of THE CLIMATE...
Public markets have recovered from the lows in March following the outbreak of the coronavirus pandemic. The same, however, can’t be said about the private equity...
Morgan Stanley: "The Biggest Debate About 2021 Isn't Where The Market Is Going. It's How It Gets There" Tyler Durden Sun, 12/06/2020 - 18:15 By Andrew...
The rally in energy companies is likely premature. To understand why such may be the case, we have to review a bit of history. In 2013,...