Piling Into a Curve Steepener Trade
Although current inflation levels are high, long-term inflation expectations remain steady at around 2%, causing the yield curve to invert…
1 year ago
Filipe R Costa
European Safe High Quality Dividend Payers
If there was a good time to seek for yield during the last few years, it is now. Since bottoming…
1 year ago
Preparing For Volatility Headwinds
The stock market is doing well this year, as investors are betting on a quick unwind of the current tightening…
1 year ago
Pharmaceuticals and Biotech Are Due For a Rebound
Over the last year, defensive stocks have done very well relative to the broad market. Sectors including Health Care, Utilities…
1 year ago
Cheap FTSE Stocks For 2023
With global markets declining and most defensive stocks overvalued, it's hard to find cheap stocks inside the Consumer Staples, Utilities…
1 year ago
Are we past the market bottom and inflation top?
Historical data points toward increasing odds of recession amid growing inflation numbers, and the current profit projections for 2023 are…
1 year ago
Is There A Night Effect For Stocks?
One of the most puzzling observations reported by academics is that the equity premium comes mostly from overnight returns.
1 year ago
Price/Earnings Ratios Point to an Undervalued Europe
A mix of high-flying and persistent inflation, rising interest rates and increased odds for a global recession has turned markets…
2 years ago
Stay With Broad ETFs
The value of assets of exchange-traded funds worldwide has grown markedly over the last 20 years, from $200m to more…
2 years ago
European Central Bank Fails on its Verbal Commitments
One of the most important monetary-policy tools is communication. Managing expectations is a skill that was once widely used by…
2 years ago