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Market Outlooks
Weekly Market Compass: Nine things for investors to watch this week
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November is starting off with a flurry of activity. Central bank meetings in the US, England, and Australia are expected to create headlines.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
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Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Student of the Market: October
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Market Compass: How much will supply chain issues weigh on earnings season?
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Last week in my blog, I mentioned a number of things to watch in October.
Market Outlooks
Global Weekly Commentary: Debt ceiling spat takes a breather
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We still see a low risk of technical default by the U.S. and expect the debt ceiling debacle to ultimately resolve.