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At Close: Jun 03, 2026

Straightforward Calculations On COVID-19 Risks

01:56am, Tuesday, 03'rd Mar 2020
Maybe the more pessimistic COVID-19 forecasters are right, after all? Let’s assume they’re right and explore the implications. Using simple trend lines, I’ll ex
The spike in new infection cases a result of new reporting. The downward trend in new cases has not been interrupted since February 4. Adverse effects on the Ch

Weekly Commentary: Hair Of The Dog

08:10pm, Sunday, 01'st Mar 2020
Central bankers have done the world incredible disservice. I have referred to 2019 as a monetary fiasco. Coronavirus fears were immune to the Trump put. Major c

The Bottoming Of China's Economy

06:01am, Sunday, 01'st Mar 2020
We continue to ask ourselves if the long-term growth rate of the world economies, including China, will be impacted by the coronavirus. Will the long-term growt
The tiny COVID-19 virus (coronavirus) is bringing down a global house of cards long perched to fall - locks, stocks, and barrels of oil. Market valuations, as I
As markets continue to assess the impact of coronavirus (COVID-19), the Templeton Global Macro team shares an update on the economic and market implications, wh
Following a bumpy 2019 for global growth, we see economic momentum recovering in 2020. On the back of global monetary easing and a reduction in geopolitical ten

China - Coronavirus Outbreak

01:23pm, Friday, 21'st Feb 2020
A cluster of pneumonia cases mid-December at Wuhan Central Hospital raised concerns amongst medical staff when it was discovered that the virus showed similar s

COVID-19 Coronavirus And Complex Supply Chains

09:04am, Tuesday, 18'th Feb 2020
Consider a variety of specifics, not because any one is large, but because taken together they highlight the world's supply chains. Supply chain thinking emphas

Global Debt Outlook

12:01pm, Thursday, 13'th Feb 2020
The global economy continued to lose momentum, driven by weakness in global manufacturing and trade. Global economic growth peaked in 2017 and slowed for nearly

The Economics Of Social Unrest

11:55am, Thursday, 13'th Feb 2020
The recent wave of protests has developed against a backdrop of economic expansion and strong asset returns. Monetary policy has little remaining room to provid

A Lot of Disruption in One Technology ETF

04:53pm, Monday, 10'th Feb 2020
For investors looking for a multitude of disruptive themes under the umbrella of a single ETF, the ALPS Disruptive Technologies ETF (CBOE: DTEC) is a fund that makes a lot of sense. DTEC tracks the In
Market developments in the new year have been dominated by the viral outbreak originating in Wuhan, China. The difficulty in handicapping the new Wuhan coronavi

Granting A Mulligan

05:02am, Sunday, 09'th Feb 2020
We believe that our stock market remains undervalued today. The stock market is more leveraged to interest rates than to earnings. Monetary authorities will kee

Dealing With The Next Downturn

11:56am, Friday, 07'th Feb 2020
For 2020, we're not too worried about an economic downturn. In fact, we are expecting some pickup in growth. There's some more room, but in terms of dealing wit
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