Weekly Report: what happened at INCO last week (0715-0719)?

Weekly Commentary: Election On The Brink

Americans fear their country is spiraling out of control following an assassination attempt on Donald Trump. This week likely marked the onset of a period of de-risking/deleveraging. The S&P 500 was at record highs in Monday's trading. Doug Noland offers his weekly market commentary.

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Weekly Report: what happened at INCO last week (0708-0712)?

Weekly Commentary: Houston, We Have A Bubble Problem

2024 Midyear Global Outlook: Waves Of Transformation

Home Market Outlook Today's Market 2024 Midyear Global Outlook: Waves Of Transformation. We see a new wave of investment into the real economy, transforming economies and markets. The world could be undergoing a transformation on par with the Industrial Revolution. The race to build out AI, the low-carbon transition and the rewiring of supply chains could spur major capital spending.

Weekly Report: what happened at INCO last week (0701-0705)?

Weekly Commentary: Nothing Matters

Home Market Outlook Today's Market Weekly Commentary: Nothing Matters. Two-year Treasury yields dropped 14 bps this week, to the low since March 27th. Markets reacted to weaker-than-expected June Non-Farm payroll and ADP data. The grossly imbalanced U.S. Economy may be weaker - but not weak.

Global PMI Upturn Cools From One Year High As Outlook Darkens

Global economic growth slowed in June but remained the second-strongest seen for just over a year. The US bucked a broader developed world slowdown, with output growing at the steepest pace since April 2022. The global economy expanded for an eighth consecutive month in June. Business expectations for the year ahead are lowest for seven months.

Emerging Market Stocks: Great Businesses Hide In A Murky Market Landscape

Weekly Report: what happened at INCO last week (0624-0628)?

Bitcoin, blockchain, India among top-performing themes of H1 2024: Ned Davis Research

Weekly Report: what happened at INCO last week (0617-0621)?

As Global Economies Diverge, Where Are The Investment Opportunities?

Home Market Outlook Economy Analysis As Global Economies Diverge, Where Are The Investment Opportunities? Philip Steury and Kristina Hooper look at the global economic divergences. They say each major economy is moving in the same direction, but at different speeds. The US and other developed economies are moving in different directions.

Is India The Next Global Growth Powerhouse?

Weekly Report: what happened at INCO last week (0610-0614)?

Emerging Markets Expand At Fastest Pace In A Year While Cost Pressures Rise

Indian Equities In A New Regime

India ETF (INCO) Hits New 52-Week High

Weekly Report: what happened at INCO last week (0603-0607)?