Geopolitical Comment: While Markets Are Hoping for US-China Mini-Deal, Turkey Is Playing with Fire
Earlier this month, the news that the US and China were nearing a limited trade deal returned optimism to the markets. At the annual IMF and World...
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Warren Clearly the New Front-Runner, as Trump Hurts Biden with Hunter Controversy
The 4th Democratic presidential debate left Elizabeth Warren (well to the left of George McGovern, who lost all but one state to Nixon in 1972) as...
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U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
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Great Currency War: Slowing Global Economy Will Test Truce
Concerns about the slowing global economy will raise the importance of currency movements in 2019 H2 as a means to mitigate headwinds to growth. In...
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