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Economy
3717 posts
Emerging Markets: Diminishing Risks vs. Headline Fears - Context
by Equities, AllianceBernstein Fears of new threats to emerging markets have cooled stock returns after two years of…
June 14, 2018
Time To Not Freak Out About Debt Again
by Urban Carmel, The Fat Pitch Summary: Debt is a perennial worry. It's a natural human tendency is to think…
June 13, 2018
The Imminent Onset of a Recession is Unlikely
by Urban Carmel, The Fat Pitch Summary: The macro data from the past month continues to mostly point…
June 4, 2018
Money is still cheap enough to support stocks
by Russ Koesterich, Portfolio Manager, Blackrock Investments Is the era of easy financial conditions over? Not yet, says…
June 1, 2018
David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada,…
May 30, 2018
Som Seif: How Has Q1's Volatility Changed Your Investment Outlook?
Som Seif, CEO, Purpose Investments discusses how the much discussed return of volatility has changed his investment outlook,…
May 30, 2018
Will China Export Volatility as Equity Markets Open? - Context
by Equities, AllianceBernstein China’s markets are opening to the world—but be aware of the potential for unintended consequences.…
May 29, 2018
Beyond the FAANGs: Technology Stocks and Downside Protection
by Kent Hargis, Chris Marx, Sammy Suzuki, AllianceBernstein Equities, AllianceBernstein Technology stocks are widely seen as powerful return drivers—with…
May 24, 2018
Income…but at What Cost? - Context
by Morgan Harting, AllianceBernstein There are a lot of suggestions these days about where to get extra income,…
May 20, 2018
Treasuries Signaling Full-On Inflationary Boom in the US
by Stephen Vanelli, CFA, Knowledge Leaders Capital Ten-year US treasury rates broke out this week on the back…
May 17, 2018
Should Investors Worry About US Earnings? - Context
by Equities, AllianceBernstein US companies reported stellar first-quarter profits this year. But some investors suspect that earnings growth…
May 13, 2018
Earnings vs. Rates—The Market Tug of War
Which will prove stronger: uncertainty about rates or confidence in earnings growth? by Joseph V. Amato, President and…
May 10, 2018