Afleveringen
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It is time, for a health check, on the all-important U.S. consumer.
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Rate cuts in Europe and Latin America, not the USA, get me thinking.
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Zijn er afleveringen die ontbreken?
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The Electric Vehicle Downcycle May Have Broader Consequences.
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Bond and stock traders fell in line -- with Fed consensus. For now.
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Oftentimes, strong momentum trading leads to more momentum.
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There’s always two sides to every argument. But one may be stronger.
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An Aggressive Posture on Asset Allocation Can Remain Attractive.
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“Don’t Fight the Fed” may be too dominant a theme, now.
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After Davos is over, let’s prognosticate from the cheap seats.
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Worriers are still out there. Is there any fresh evidence to support them?
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Or do we need to see broader share participation?
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The recession bears will never go away. The bulls can take advantage of that.
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That is a worthy topic, isn't it?
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The FOMC meeting is done. Let’s discuss the latest macro facts.
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A lull is here. Is this a buyable dip?
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Will their shift in rates spark too much turbulence in Financials?
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The S&P500 forward 12M P/E multiple is at a high 18.9.
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One source for those answers: Chief Investment Officers (CIOs)
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Summer rolls along. It is likely seasonal activity helps.
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