Browsing Category
GDP
42 posts
Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. Business trends – or, more precisely, expectations about…
Behind today's most crucial macroeconomic, market concerns
Listen on The Move Alfonso Peccatiello, Founder, CEO, & Macro Strategist at The Macro Compass joins us for…
Debt & The Failure Of Monetary Policy To Stimulate Growth
by Lance Roberts, Clarity Financial A fascinating graphic was recently produced by Oxford Economics showing compounded economic growth…
Throwing Cold Water on the Excitement Around Foreign Economic Data
by Stephen Vanelli, CFA, Knowledge Leaders Capital Yesterday’s stocks reacted to a raft of overnight foreign economic data…
August Economic Perspective: Strong US Economy Showing Few Signs of Trade Concerns
by Christopher J. Molumphy, CFA, et al., Franklin Templeton Investments In this Issue: Strong US Economy Showing Few…
Where Is the Global Economy Going?
by Vitali Kalesnik, Michele Mazzoleni, Jim Masturzo, Research Affiliates Key Points Investors are wise to look at more…
Outlook for Emerging Markets, Oil, and U.S. Economic Growth for 2H2018
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Senior Investment Strategist Paul…
Don't Compare Stocks to GDP
by Brian Wesbury and Robert Stein, First Trust Portfolios LP The bull market in U.S. stocks, which started…
The Fed Policy Outlook
by Scott Brown, Ph.D, Raymond James The Bureau of Economic Analysis will report the advance estimate of 1Q18…
China’s growth: Slower, and more sustainable
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard spells out why we think slower economic growth in…
As Econ Data Slows, How High Can Rates Rise?
As Econ Data Slows, How High Can Rates Rise? by Bryce Coward, Knowledge Leaders Capital From the middle…
The Long View – Rates, GDP & Challenges
by Lance Roberts, Clarity Financial There has been much debate about the current low levels of interest rates…
Tempering US Economic Growth Expectations
by Eric Bush, CFA, Gavekal Capital Listen, before we go through a litany of economic charts that pour…
China’s Growth: Warning Signs Increase
China’s Growth: Warning Signs Increase by Anthony Chan, AllianceBernstein China’s July economic activity data was alarmingly sluggish—reinforcing our…
Nominal GDP is What Really Matters
Nominal GDP is What Really Matters by Eric Bush, CFA, Gavekal Capital We were fortunate enough to have…
