What Really Matters in the US Economy Is Doing Well
The US Conference Board Leading Indicator (LEI) rose 0.6% m/m in Jun 17, rising sharply from the 0.2% increase in April and May. The increase in...
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US Markets Update: Inflation Matches Expectation
Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no...
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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...
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