Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Thematic (Sector/Industry)

-Of all his stated policy positions, the most coherent one articulated by President (and candidate) Trump was non-animosity toward Russia. His insistence that Russia is still a superpower rings true: it remains not just the only other nation with a nuclear arsenal capable of destroying the world many times over, but is still a major industrial power: the world's third-largest oil-refiner and chemicals producer, its fifth-largest steel producer, its second-largest aluminium producer and seventh…

-Of all his stated policy positions, the most coherent one articulated by President (and candidate) Trump was non-animosity toward Russia. His insistence that Russia is still a superpower rings true: it remains not just the only other nation with a nuclear arsenal capable of destroying the world many times over, but is still a major industrial power: the world's third-largest oil-refiner and chemicals producer, its fifth-largest steel producer, its second-largest aluminium producer and seventh…

Trump, Russia and the Triumph of America's Deep State

Economist (US Macro), RDQ Economics

Conrad DeQuadros

Economist (US Macro)

RDQ Economics

RDQ Economics provides global macroeconomic consulting services with an emphasis on U.S. economic fundamentals and monetary policy.  
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Our views are driven by consistent application of classical economic and monetary principles and has generated superior anticipation of changes in the stance of monetary policy and of movements in economic growth and inflation.
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The founders of RDQ Economics—John Ryding and Conrad DeQuadros—worked together on Wall Street for a decade, in the independent research space for nine years, and have experience in central banking at the Federal Reserve and the Bank of England.  John and Conrad have worked closely with fixed income, foreign exchange, and equity traders and portfolio managers, which has enabled their analysis and advice to be tailored to a clientele that is focused on trading and investment decisions.

Macroeconomics

Following the failure of health care reform efforts in Congress attention may now turn to the potential for a U.S. government shutdown as the Continuing Resolution that provides budgetary authority for discretionary government spending expires on April 28.  While the short-term budget issues are troubling, there are far greater fiscal challenges down the road.

Following the failure of health care reform efforts in Congress attention may now turn to the potential for a U.S. government shutdown as the Continuing Resolution that provides budgetary authority for discretionary government spending expires on April 28.  While the short-term budget issues are troubling, there are far greater fiscal challenges down the road.

A Troubling Picture on the U.S Fiscal Outlook

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

<ul>
<li>With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence index leaping 9.5 points in March to its highest level since December 2000, home prices growing at its fastest pace in 4 years and personal spending growing steadily despite some easing of late, there is simply no reason for ultra-loose monetary conditions to persist.</li>
<li>That is why a former dove, Eric Rosengren, President of the Boston Federal Reserve…</li>
</ul>


With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence index leaping 9.5 points in March to its highest level since December 2000, home prices growing at its fastest pace in 4 years and personal spending growing steadily despite some easing of late, there is simply no reason for ultra-loose monetary conditions to persist.
That is why a former dove, Eric Rosengren, President of the Boston Federal Reserve…


Steady Drumbeat of Good Economic Data Sparking Fed Debate

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in a hurry. -The collapse of Trumpcare (or the promise "to repeal and replace Obamacare on Day 1") signals the advent of Ineptitude 2.0, which will be more toxic for markets, because it means that major tax reductions are likely to be unimplementable in 2017. The Freedom Caucus opposed Trumpcare, and will oppose any tax reform that includes a border tax…

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in a hurry. -The collapse of Trumpcare (or the promise "to repeal and replace Obamacare on Day 1") signals the advent of Ineptitude 2.0, which will be more toxic for markets, because it means that major tax reductions are likely to be unimplementable in 2017. The Freedom Caucus opposed Trumpcare, and will oppose any tax reform that includes a border tax…

The Trump Ineptitude Trade: Over or Just Beginning?

United States

SPDR S&P 500 ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the S&P 500 Index. The Trust consists of a portfolio representing all 500 stocks in the S&P 500 Index. It holds predominantly large-cap U.S. stocks. This ETF is structured as a Unit Investment Trust and pays dividends on a quarterly basis. The holdings are weighted by market capitalization.

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Trump, Russia and the Triumph of America's Deep State

-Of all his stated policy positions, the most coherent one articulated by President (and candidate) Trump was non-animosity toward Russia. His...

Prasenjit K. Basu

A Troubling Picture on the U.S Fiscal Outlook

Following the failure of health care reform efforts in Congress attention may now turn to the potential for a U.S. government shutdown as the...

RDQ Economics

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards...

David Riedel

Steady Drumbeat of Good Economic Data Sparking Fed Debate

With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence...

Jason Tan

The Trump Ineptitude Trade: Over or Just Beginning?

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in...

Prasenjit K. Basu

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