The biggest winners of U.S. President Donald Trump’s ban on Iranian oil will be the Saudis. The biggest losers might not be the Iranians. From China to India, as well as the United States, countries that primarily import oil are expected to pay more in the coming weeks and...
Pick up in Treasury selloff coupled with dwindling equity gains flags up bearish paradigm Morgan Stanley warns of shift into value sectors, upcoming correction US investors rotate into Asian stocks' attractive valuations Soaring US yields favor the dollar as the preferred safe-haven currency Key Events While yields on US Treasurys resumed their climb...
Co-authored by Chris Brown, Chief Investment Strategist, Pax World "You may well say, that's a valiant flea that dare eat his breakfast on the lip of a lion."-William Shakespeare There's a good reason that no bestselling novels or blockbuster movies about corporate governance exist. It's because doing corporate governance right...
U.S. futures, European shares rebound; Asian stocks take a hit from fresh trade salvos Yields pare losses, curve inversion eases after sending key recession signal U.S. indices top out; utilities underperform Key Events Equities in Europe followed U.S. futures higher this morning, against a falling Asian session, as Treasury yields pared losses...
Tensions are rising in the Persian Gulf. This is the message coming from every media outlet. The United States is beefing up its naval and air force presence in the region and evacuating unnecessary personnel from Iraq. The rhetoric from Iranian leadership is escalating, including threats to close...
The U.S.'s largest banks are entering an uncertain phase. Falling interest rates, low trading volumes, and a threat to the global economy due to the U.S.-China trade war are driving headwinds that could soon hurt their earnings and cloud their future. These risks are already triggering a sell-off in...
Investors are bracing for another big week as some of the largest global companies tee up to report earnings. This will test the strength of this bull market which doesn’t show any sign of slowing down. With about 150 companies set to report earnings in the week ahead,...
All U.S. indices on the brink of H&S tops or in the case of the Russell, a double-top U.S. economy set to see longest expansion on record, but on tepid growth Market structure continues to be mis-aligned with market narrative Though all four major U.S. indices eked out gains on Friday,...