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Travelers Cos (TRV US)
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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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Macroeconomics
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06 Jan 2017 23:36
Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
Greg Gibbs
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180 Views
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bullish
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Macroeconomics
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29 Dec 2016 12:01
Marketnomix Insights : United States
The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the...
Rajan Govil
317 Views
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bearish
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Thematic (Sector/Industry)
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05 Dec 2016 16:02
The New Future of US Banking and Financial Services Regulation
The presidential election has opened the possibility of significant changes to the Dodd-Frank Act regime that has been implemented over the last...
Dechert LLP
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3k Views
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bullish
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Thematic (Sector/Industry)
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28 Nov 2016 18:52
Consensus Rethinks Japan, as Serial Extrapolation Proves Costly
We saw consensus ‘groupthink’ reach new levels in 2016, exacerbated by surging AUM managed in trend following style. Extrapolation remains the...
Sean Maher
144 Views
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bearish
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Thematic (Sector/Industry)
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17 Nov 2016 16:21
Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
Sean Maher
258 Views
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