As seen after GDP’s release Thursday, sentiment is still stuck between skepticism and optimism—for every positive, folks can find a negative.
Some suggest the Fed’s decision to continue tapering disregards its negative impacts on Emerging Markets. In our view, a taper isn’t the problem—quantitative easing’s end will be a market positive.
The UK’s consumption-led growth has some questioning the sustainability of its recovery—but are concerns warranted?
Turkey’s problems, though severe, shouldn’t infect the rest of the world or Emerging Markets.
Stocks’ quick drop last week led to many fears more is to come. Our suggestion? Stay cool.
Did the Fed cause an Emerging Markets currency contagion?
China’s private manufacturing gauge contracted in January, but it wasn’t the only number that’s crunched recently.
As January winds down, will its final monthly performance determine stocks’ direction in 2014?
An uptick in stock valuations doesn’t mean the bull market’s end is nigh.
What’s in store for stocks this year?
Global growth is accelerating, and inflation isn’t. Investors used to appreciate this, but today’s skeptical crowd sees low inflation as a grizzly prospect.
Lingering debt crisis fears underpin skepticism regarding France’s economy. But the skepticism doesn’t reflect reality clearly—bullish for stocks.
Though 2014 has gotten off to a bumpy start, plenty of global economic data suggest the bull is on firm fundamental footing.
Three tweaks to the Basel III international standard for bank regulation should help clear some lingering uncertainty for Financials.
How should we interpret December’s employment report?
A news story you may have missed provides valuable evidence to counter the popular narrative of 2008’s financial crisis.
Little do many investors realize the word “guarantee” is multi-faceted—at least in the annuities world.
Those focusing on weak French data are ignoring the bigger, more important eurozone picture.
Trying to predict what new Fed Chair Janet Yellen will do is a fool’s errand.
As the US and UK continue wrapping up post-crisis regulation, the eurozone’s reform is still in its beginning phases.
That markets started 2014 down and China’s manufacturing slowed seemed more than coincidence to some—but neither necessarily signal global softening ahead.
Investing is rife with bias, myth and oversight—among them, an under-appreciation of time horizon’s importance.
What are some false fears going into 2014?
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