The Outlook For The U.S. Economy Is Bullish

Weekly Report: what happened at BCI last week (0415-0419)?

Brad Simpson On Rising Iran-Israel Tensions And The Implications For Markets

Reflation Trade Is The New Bullish Narrative

Weekly Report: what happened at BCI last week (0408-0412)?

Bain Capital to Sell its Stake in India's Axis Bank

Private equity firm Bain Capital plans to sell 33.37 million shares in India's Axis Bank. Axis Bank is the third largest private sector bank in India. Bain invested in the private lender in 2017. The sale would see the private equity firm exit its investment in the bank.

Weekly Report: what happened at BCI last week (0401-0405)?

Weekly Market Pulse: A New Paradigm?

Cryptocurrency ETFs: Opportunities And Risks As The Price Of Bitcoin Climbs

Weekly Report: what happened at BCI last week (0325-0329)?

Weekly Market Pulse: Don't Just Do Something, Sit There

Xilio Therapeutics Plans Private Placement, Job Cuts

Xilio Therapeutics says it is raising $11.3 million in a private-placement financing and cutting staff. The biotechnology company has struck a licensing agreement with Gilead Sciences. Xilio said it plans to cut 15 jobs, or 21% of its staff.

What Are Markets Pricing In?

Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.

Goldman stays bullish on commodities in anticipation of rate cuts

Goldman stays bullish on commodities in anticipation of rate cuts. Commodity returns could rise another 66% by year end. The asset class continues to be a hedge on geopolitics. Goldman predicts copper rises to $10,000 per ton by 2024 and gold could hit $2,300 per ounce.

A Major Change In The Markets

Investors are now focused on growth more than inflation, says Neuberger Berman. Equities rallied even as bonds struggled, reversing the strong positive correlation between the two asset classes. Japan appears to have reached a sweet spot in its own developed developed world. Investors are now normalizing inflation and refocusing on growth.

Weekly Report: what happened at BCI last week (0318-0322)?

Fogo de Chao Owner Withdraws IPO Plans -- Market Talk

Fogo Hospitality pulls the plug on its planned initial public offering. The steakhouse chain was owned by private-equity firm Rhone Capital. Bain Capital in August agreed to sell the chain to Fogo in a deal reportedly worth $1.1 billion. Fogo tells the SEC it's withdrawing its IPO.

Weekly Market Pulse: An Economic Overview

Home Market Outlook Economy Analysis Weekly Market Pulse: An Economic Overview. Joseph Calhoun: The evolution of the US economy has been driven by a return to "normal" The distortions of the response to COVID have had a profound impact on the economy. Real incomes have been rising robustly over the last year.

Weekly Report: what happened at BCI last week (0311-0315)?

*Iress Expects Net Proceeds of GBP70 Million-GBP73 Million From Sale