Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key regions. Chinese equities may have reached their turning point as lockdowns begin to ease, growth support measures continue, and news reports that China is about to conclude its probe into Didi suggest regulatory risks are easing. Bond yields were higher, with…
We want to begin this week’s research report with a quick look back at what some might argue was...
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
Fitbit (FIT) is going to struggle with its metric results in 2017, be they financial or operational. This continues...
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