ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
201 Views
Japan's YTD OP Growth Now at 2% with Net Income Flat YoY
With 365 names already reporting 3Q numbers the picture is starting to shape up. Looking at the overall market, YTD OP is up 2.3% and Net Income is...
308 Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
621 Views
Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
387 Views