‘Broken’ Commodity Currency Relationship Shows Signs of Revival
After months of central banks dominating foreign-exchange markets, commodities may be starting to bear more influence over currencies.
Recent
ESG Veteran Says Recession Odds Expose Leverage Trap in Strategy
A recession is coming, and ESG investors may be among those who stand to lose the most.
BofA Says Investors Are Fleeing Tech Stocks After ‘Baby Bubble’
Early signs of investors fleeing from tech stocks after 1999-like rally formed a “baby bubble,” according to Bank of America Corp.’s Michael Hartnett.
KKR’s McVey Says Investors Too Cautious, Sees Stronger US Growth
KKR & Co. chief macro strategist Henry McVey said investors are poorly positioned for US economic growth that will be stronger than expected.
Goldman Sees India Holding Its Own Even If China Stocks Rebound
A rebound in Chinese equities is unlikely to spur a strong rotation of funds out of India, where the benchmark index is headed for a record high.
Behind the Bullish Faith in Stocks is a System Still Awash with Cash
Soaring interest rates, slowing economic growth and a banking sector still recovering from a March rout might suggest a note of market caution.
Direct Indexing Seeks to Level Playing Field for Investors
If you’re among the so-called mass affluent, your portfolio may be looking a bit more like that of high net worth individuals.
