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At Close: Jul 31, 2026
Is Determining The Shape Of The Global Economic Recovery Much Ado About Nothing?
07:56am, Sunday, 28'th Jun 2020
Is the nascent economic recovery V-shaped, U-shaped, L-shaped, W-shaped, square root-shaped, Nike swoosh-shaped or something else entirely? I haven't seen this
Why The Central Bank 'Bailout Of Everything' Will Be A Disaster
08:47am, Saturday, 27'th Jun 2020
Despite massive government and central bank stimuli, the global economy is seeing a concerning rise in defaults and delinquencies. According to the Institute of
2020 Global Market Outlook - Q3 Update: The Great Reopening
05:39am, Friday, 26'th Jun 2020
Neutral value, neutral sentiment and a supportive cycle give us a more balanced view on the investment outlook. Unprecedented stimulus and the potential for a f
Reopening From The Great Lockdown: Uneven And Uncertain Recovery
04:29am, Friday, 26'th Jun 2020
In the absence of a medical solution, the strength of the recovery is highly uncertain and the impact on sectors and countries uneven. Compared to our April Wor
Flash PMI Surveys Hint At Global Economy Starting Recovery From Pandemic
05:11am, Thursday, 25'th Jun 2020
Flash PMI survey data for June are historically consistent with global GDP returning to growth on an annual basis. Looser COVID-19 containment restrictions have
U.S. Vs. The World - Valuations, Cycles, And Catalysts (Video)
11:21pm, Wednesday, 24'th Jun 2020
US equities have comfortably outperformed the rest of the world over the past decade, the next decade may not be so easy. On multiple different angles, global e
Finding 2040's FANMAG: Thematic ETFs For Long-Term Portfolios
05:55am, Wednesday, 24'th Jun 2020
FANMAG and FANMAG stocks are fine, but do these already-huge companies really have enough juice to give bona fide growth investors, especially younger investors
World Markets Update: June 22, 2020
06:50am, Tuesday, 23'rd Jun 2020
All eight indexes on our world watch list posted losses through June 22, 2020. The top performer is China's Shanghai with a loss of 2.78%. Our own S&P 500 is in
Has The Negative EPS Cycle Turned A Corner?
07:51am, Monday, 22'nd Jun 2020
Investors have decisively turned their sights to 2021 recovery prospects, even as consensus 2020 EPS forecasts have continued their steep downhill slide. The co
Defining Recessions When Negative Growth Is Too Common Or Too Rare
04:38am, Monday, 22'nd Jun 2020
Drawbacks of defining a recession by two negative quarters of growth. Some countries experience sharp slowdowns or diminished economic activity and their long-t
Disease And Debt Now: Dispersion Later?
05:57am, Friday, 19'th Jun 2020
The US deficit could balloon even higher in the months ahead, as legislators seek to pass additional spending bills aimed at supporting state and local municipa
5G Gaining Immense Traction: ETFs to Bet On
12:00pm, Thursday, 18'th Jun 2020
5G, the next era of smarter, faster and more efficient wireless technology, has lately picked up pace.
Markets Finding It Difficult To Rebuild Bullish Momentum
07:43am, Thursday, 18'th Jun 2020
Asia-Pacific equities were mixed, though the markets in China, Hong Kong, Taiwan, and India rose. European bourses are down small, and US stocks have turned low
The Deepest Global Recession In 75 Years Will Also Likely Be The Shortest On Record
07:38am, Thursday, 18'th Jun 2020
For 2020 as a whole, real GDP is projected to fall 8.1% in the US, 8.7% in the eurozone, and 12.2% in the UK. Ironically (and mercifully) the recessions trigger
