Risk Reckoner - Are Rumours of Irrational Exuberance in US Stock Markets Greatly Exaggerated?
Evidente launches Risk Reckoner - a new research product designed to offer insights into risk and portfolio construction matters for both asset...
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NFP Gives the Green Light for Globally Concerted Tightening, Despite Persistent Disinflation
US non-farm payrolls (NFP) exceeded expectations in June, rising by 222,000 (versus expectations of 179,000) and the numbers for May and April were...
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Passive Vs Active: ETF Flows Dominate, Stock Prices Distorted, Active Managers on the Ropes
In this report, we analyse the staggering inflows into US passive equity funds over the past 6 years, identify the key players and how these...
495 Views
[Earnings Preview] JP Morgan Poised to Outperform on Superior NIM & Fortuitous Acquisitions
JP Morgan Chase (JPM) reported record profits of USD 49.6bn in 2023 fuelled by windfall from rising interest rates. Read comments for more details.
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The Market Sentimentalist - We're Going On A Bear Hunt
SummaryThe US economic recovery just celebrated its eighth birthday. The IMF, in its recently published Article IV consultation document, predicted...
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