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Executive Summary: The defensive S&P 500 Consumer Staples sector has outperformed the broader market so far in this young year, and Jackie finds several reasons it has returned to investor favor. … Also, the S&P 500 Diversified Banks sector appears
Executive Summary: The FOMC’s annual rotation of voting members will be anything but a routine shuffling of seats this year, Melissa writes. Political pressure from the Oval Office to lower interest rates and the likelihood of a compliant new Fed
Executive Summary: Japan’s new prime minister is on the hook to pull the economy out of its stagflationary slump. That will be tough, William writes, especially now that China has slapped Japan with punishing trade and tourism bans. Whether Trump
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Last year, in the December 7 QT, we wrote: “It no longer makes much sense for us to continue recommending overweighting the Information Technology and Communication Services sectors in an S&P 500 portfolio …. The same can be said about
Denmark (responsible for Greenland’s defense), Germany, France, Sweden, and Norway have confirmed plans to deploy military personnel to the sparsely populated island this week for a joint military exercise. These NATO members are preparing to repel a US invasion
Oil prices fell more than 1% today after President Donald Trump signaled he might not attack Iran. Late in the day, Trump told reporters in the Oval Office that “we’ve been told that the killing in Iran is stopping.
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