markets
Q1 Earnings Season Set Up For Positive Surprises
April 11, 5:00 pm EST As we came into the week, the economic, political and corporate calendar was relative light. With…
Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices
April 10, 5:00 pm EST The minutes were released from the March Fed meeting today. But we already know very…
Trump Wants A Weaker Dollar, And Will Likely Get It
April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar. It…
Chinese Stocks Signaling The Bottom In The Chinese Economy
April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…
Stand-Down By The Fed Has Put The Bottom In For Emerging Markets
April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…
Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0
April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…
V-Shaped Recovery For Oil Prices Underway
April 2, 5:00 pm EST Oil is one of the biggest movers of the day, now back above $60. That's…
Lyft IPO Is Exposing The Valuation Gap Insanity
April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…
Why The White House Wants The Fed Spigot Open
March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…
Lyft: Hyper-growth valuations unlikely to give investors hyper-growth
March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…
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