Opinion
Geopolitics Operates with Long and Variable Lags
Global financial markets are waking up to the high odds of further supply shocks and trade wars, writes the chief geopolitical strategist from BCA Research.
Tag: supply chains
Risk
AI Privacy, ESG Alts and Other Investing Themes for 2024
ISS unit lists 10 trends that sustainability-oriented investors should watch.
Research
How the Investing World Is Changing for Good, and for Bad, per JPM’s Savant
An end to artificially low rates and globalization will have mixed results, strategist Michael Cembalest finds.
Market Moves
Puny Q3 GDP Increase? Just a Bump in the Upward-Inclining Road, Says ING
Why the bank thinks 2021’s final period will be much better. Hint: consumers.
Research
How COVID-19 Will Change the Investing Landscape
CPPIB says it’s critical for long-term investors to understand ‘generational shifts’ caused by the pandemic.
Market Moves
Expect a 30% Market Drop Overall, Goldman Warns
David Kostin says the S&P 500 has a lot further to fall, due to the coronavirus’ nasty economic effect.
Market Moves
A Dire Coronavirus Economic Scenario: US Grocery Shortfall
Signs of hoarding in Washington state and elsewhere in the West prompt fears of panic stockpiling nationwide.
Market Moves
As Virus Punishes Stocks, El-Erian Warns: Don’t Buy the Dips
Pummeled shares will take a lot longer to recover than normal, Allianz economist says.
Market Moves
The Mexico Tariff Crisis Is Over, Right? Uh, Maybe Not
Think tank shows how easily the White House could about-face and slap harsh levies on the neighbor to the south.