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Buy DTEC
$50.08
-1.52 (-2.95%)
At Close: Jun 03, 2026
Coronavirus Reshapes Our Market Views
02:14pm, Monday, 09'th Mar 2020
The underlying momentum of the economy was quite strong, and so it didn't feel like this was due in some important way. On the optimistic side, I think we are g
Look At The Big Picture... Buy Equities
05:28pm, Sunday, 08'th Mar 2020
The DXY Index and US 10yr Treasury rate have been falling together since mid-Feb 2020. This may signal the beginning of a reversal of global capital flows into
Market Commentary: The Modern-Day Bank Run
12:16pm, Sunday, 08'th Mar 2020
In an alarmingly volatile week, the S&P 500 recovered 0.6% (down 8.0% y-t-d) and the Dow rallied 1.8% (down 9.4%). Three-month Treasury bill rates ended the wee
When To Fade The Fear Factor
11:33am, Thursday, 05'th Mar 2020
Headline risk suggests the virus may be on the verge of being declared a pandemic, though our base case is that the COVID-19 should ultimately play out like a b
My Thoughts About The Coronavirus
11:16am, Thursday, 05'th Mar 2020
There are three different things going on that are related yet are very different and shouldn't be confused: 1) the virus, 2) the economic impact of reactions t
Fed Moves First To Counter COVID-19 Market Fears
10:10am, Thursday, 05'th Mar 2020
Tuesday morning, the Federal Reserve surprised markets with an emergency interest rate cut of 50 basis points. The Fed's move is likely the first in a series of
Assessing The Unknowns As Coronavirus Spreads
12:19am, Thursday, 05'th Mar 2020
Aggressive measures, including quarantine, have had a significant impact on growth in China. Before the advent of the virus, the global economy was expected to
As Markets Struggle, Where Do Global Economies Go From Here
12:00am, Thursday, 05'th Mar 2020
The situation in China in terms of contagion already appears to be improving, as new infection data is being driven by cases outside of China. In China, we expe
Coronavirus: Threats To Global Economy
02:21pm, Wednesday, 04'th Mar 2020
Death tolls have recently surpassed 1,000 in China alone, while 40,000 people are infected worldwide. Given China's central role within global supply chains, th
Coronavirus And Global Recession
10:41am, Wednesday, 04'th Mar 2020
Recessions are exceedingly difficult to forecast and the wise economist avoids trying. This coronavirus has now become a more serious case than 2003 or other pr
As COVID-19 Rocks Markets, Uncertainty Rises In ASEAN
07:28am, Wednesday, 04'th Mar 2020
In early February, I predicted a turnaround in the growth rate of new virus cases in China, but acceleration internationally. That's now the new normal. In Chin
Coping With Coronavirus-Induced Market Volatility: A Multi-Asset Update
11:10pm, Tuesday, 03'rd Mar 2020
Our asset allocation strategy focuses on regions that are more insulated from the growth shock and have enough policy flexibility to respond accordingly. While
Coronavirus Update: Policymakers Strike Back
10:43pm, Tuesday, 03'rd Mar 2020
Concern over the acceleration of new coronavirus outbreaks outside of China caused global financial markets to sell off aggressively last week. We don't think t
A Critical 2 Weeks For The Coronavirus In Japan
02:46pm, Tuesday, 03'rd Mar 2020
In Tokyo, government leaders are focused on the empirical data tracking cases of influenza, which typically start declining between weeks 9 and 12 of the year.
Could The Coronavirus Outbreak Trigger A Recession?
02:16pm, Tuesday, 03'rd Mar 2020
Global equity markets were battered the week of Feb. 24 as the coronavirus spread beyond China. Potential measures to contain the virus, such as the closure of
