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Mcdonald's Corp (MCD US)
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190
Analysis
Consumer Discretionary
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United States
McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serve a variety of value-priced menu products in countries around the world.
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bearish
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Thematic (Sector/Industry)
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10 Mar 2017 20:52
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
Stewart Paterson
905 Views
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bullish
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Thematic (Sector/Industry)
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10 Mar 2017 04:22
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
Johannes Salim, CFA
250 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2017 09:44
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
Euromonitor International Ltd.
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1.8k Views
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bullish
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Thematic (Sector/Industry)
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02 Mar 2017 16:26
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
Sean Maher
227 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2017 16:32
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
Sean Maher
208 Views
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