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Global Investing
2429 posts
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
US, European stocks rise despite looming risks
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Investors in US stocks are…
Cracking the Code: Why China-Focused ETFs Are Leading the Charge in Global Markets
by SIACharts.com In today's Equity Leaders Weekly, a document that often takes a high-level view of the markets,…
The Yen Strikes Back: How Japan’s Rate Moves Are Reshaping Global Markets
by SIACharts.com On July 31, 2024, the Bank of Japan raised its key interest rate to 0.25%, up…
Gold Shakes Off Election
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Gold retreated following the election as money parked…
2025 Global Outlook: Clearing the Hurdles
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
by Hubert Marleau, Market Economist, Palos Management November 29, 2024 The Palos Macroeconomic Commentary will be off for…
From Resistance to Rally: The 10-Year Breakout Making Singapore’s DBS Bank Shine
by SIACharts.com Today's Daily Stock report features DBS Bank Limited (DBS), a Singaporean multinational banking and financial services…
Myths and Reality
Sticky underlying price pressures could prevent a faster return to neutral monetary policy. by Carl R. Tannenbaum, Chief…
Key takeaways from October’s U.S. inflation reports
by BeiChen Lin, Russell Investments Executive summary: U.S. consumer-price increases during October matched consensus expectations The latest snapshot…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Trade, Tariffs, and Inflation - It's a whole new world
by Jeffrey Roach, PhD, Chief Economist, LPL Financial It’s a Whole New World One of the biggest fears…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
