Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen in 40 years, the term “stagflation” has been resurrected as a risk for the U.S. economy. Currently, however, the low unemployment rate is inconsistent with stagflation. What’s more, inflation remains on a downtrend, and wage growth seems poised to moderate further….
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal...
Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...
The month of October gets all the “love,” but since 1990, August has been the cruelest month for stocks....
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
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