"We’ll be closely watching COVID-19 case numbers, which are rising again in the US and Europe, and announcements on a vaccine, which our biotechnology team expects later this month."
What if the Blue Wave outcome has only been delayed by two months until the two Georgia Senate run-offs on Jan 5th? If it happens, the Blue Wave/Divided government trades would reverse once again...
While China's export growth strengthened on the back of stronger global growth and market share gains helped by stronger home related products, import growth slowed in October on the unwinding of front-loaded chip imports by Huawei in September.
To win the “investing war,” it is essential to pick and choose our “battles” wisely. If you aren’t sure about the battleground, it is always better to retreat and “live to fight another day"...
the tail risk scenarios of a constitutional crisis or the US Supreme Court casting the deciding vote seem to have been significantly mitigated... at least that is what the market is pricing...
After shunning buybacks of Berkshire stock for most of his career, the past two years have seen Berkshire become one of the biggest corporate repurchasers in the world.
Late on Friday, Erdogan fired Murat Uysal - whom he appointed just last July - with a former finance minister, in the process sparking what may be the beginning of the end for the Turkish economy.
Rather than employing small government and sound money solutions, the discord will provide Washington the perfect cover for a much larger central authority...
Managing editor, Ed Harrison, and senior editor, Ash Bennington, review this past week’s “everything rally” and key macro indicators against the backdrop of…
... All classic "toppy" signs... but the combo of political/fiscal gridlock and “whatever-it-takes” central bank liquidity means the most likely move is higher.
...blind arrogance of America’s mediocre elites ensures that the anger felt by the masses that brought President Trump to power in 2016 will not go away...
