FOMC Minutes – Growth, Financials and Technology Outperforms; Gold, Yen, HY and EMs Will Correct
FOMC released the minutes from its March 20-21, 2018 monetary policy meeting at 2:00 PM on April 11, 2018. A recovering S&P 500 and the DJIA,...
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Last Week in Event SPACE: Alibaba, Mobis/Glovis, Japan Display, Takeda, Santos, Sharp
Last Week in Event SPACE ... The new rules under the pilot program for China Depositary Receipts shrink the pool of hopefuls, but should still...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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U.S. Equity Strategy: Cyclicals Are Leadership, Small-Caps Are Closing the Gap.
In our March Strategy we provide a top down analysis of U.S. equity market drivers, and highlight opportunities within the following Sectors:•...
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Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US) is at 51% YoY. Bank Of...
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