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Travelers Cos (TRV US)
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174
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Financials
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United States
The Travelers Companies, Inc. provides commercial and personal property and casualty insurance products and services to businesses, government units, associations, and individuals.
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bullish
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Thematic (Sector/Industry)
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01 Feb 2017 16:38
Tech Rebounds as USD Reverses, Macau Recovery Continues...
The consensus expected a rampant USD this year, but this wasn’t consistent with the Trump trade agenda – the dollar has had its worst January in...
Sean Maher
180 Views
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bearish
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Cross Asset Strategy
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01 Feb 2017 16:36
Trump and China; the Calm Before the Storm?
The new US administration is heading towards a stand-off with China over trade by eschewing the incremental approach of Obama’s administration in...
John-Paul Smith
198 Views
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bearish
•
Macroeconomics
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23 Jan 2017 19:58
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
Stewart Paterson
193 Views
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bearish
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Thematic (Sector/Industry)
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23 Jan 2017 17:55
'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
Sean Maher
973 Views
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bearish
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Macroeconomics
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11 Jan 2017 19:38
Money Matters: Could Tequila Mixed with Moutai Be Explosive.
Turkey is not the only emerging market in the early stages of what could be a classic emerging market financial crisis (see: Money Matters: Turkey...
Stewart Paterson
224 Views
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