Charts Today: Market Sentiment Fairly Neutral
The Currencies Gauging the Crisis
The Australian dollar is among the currencies that have dramatically recovered since the start of global lockdowns. The Japanese yen, often considered a safe haven, has flattened as the global economic picture improves.
What Are The Long-Term Prospects For Healthcare Investing Post Covid-19?
The pandemic has shone a spotlight on healthcare but what happens when a vaccine is found? We asked Schroders’ investment experts for their views on the sector’s long-term prospects.
Interactive Brokers Sweetens Global Connectivity With Tech, Education Focused Initiatives
Trading technology and brokerage service Interactive Brokers Group, Inc IBKR has been on a roll recently when it comes to disruptive innovation in the fintech space. Here’s a look at some of the recent initiatives IBKR has engaged in to further democratize financial markets.
Charts Today: Markets Up Heading into US Holiday
The Role of Bonds in a Crisis
Can Lithium Keep Up With the EV Boom?
Public‑Private Solutions to Safeguard Economies Everywhere
Public-private partnerships and solutions that bring the rather arcane world of “development finance” into mainstream investment practice could be an important, and beneficial, development to come out of this extraordinarily difficult period.
Recovery Solid in June; July Clouded by Shutdown Risk
Libra and the Central Banks (w/ Raoul Pal & Bill Tai)
Charts Today: Markets Hold Steady, US NatGas Tumbles
How Alternative Data Can Lend Clarity Amid Uncertainty
What Is a Luxury Good?
Early Look: Thursday, June 25, 2020
Stock futures are pointing to a lower open as concerns over increasing coronavirus cases continues to raise the fears of slowing the economy further after initial signs of improvement.
MLP Monthly Report: June 2020
Move Over, US: Time for a New Stock Market Leader?
Cyclicals 2.0: Green and Digital
While unique and specific to each country or region, the policy moves seen around much of the world have an unusual amount of commonality with substantial support recurring around two broad themes: green and digital
The Unwinding of Pandemic Policy
Trading Currencies: Risk Wants to ‘Win’
Markets are showing us that they just want to ‘buy risk’ and anything that supports this thesis is brought up with glee. This is despite the risk of a second wave becoming ever more prevalent and the growing risk of a harder lockdown being put in place.
Brazil Ready to Set Production Records
Use Your TWS to Monitor Expiration Considerations
A Fresh Look at Macro Events in the COVID-19 Era
Two months after his first macro update on the COVID-19 environment, Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management, provides his current thoughts on policy response, the economy, and having a constructive mindset during these challenging times.