Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks
[ad_1] Asset owners have dramatically increased their allocations to private markets over the past two decades, driven largely by a…
Category: Market Analysis
Hong Kong’s central bank FX intervened yet again to support the HKD
[ad_1] Hong Kong Monetary Authority bought just under 6.4bn HKD to prop up the currency. The HKD has been running…
UBS warns U.S. credit markets are too complacent as junk bond spreads near decade lows
[ad_1] UBS warns that U.S. corporate credit markets are showing more complacency than equities, with high-yield debt valuations approaching multidecade…
BoA stick with Fed rate hold call despite market pricing in September cut on weak job data
[ad_1] BofA Securities is holding firm on its forecast that the Federal Reserve will not cut interest rates in 2025,…
Research and Policy Center Top 10 Articles from 2024
[ad_1] In this Research Foundation book, edited by Alfonso Ricciardelli, CFA, and Philip Clements, CFA, practitioners introduce the key features of…
ICYMI – EU delays retaliation against Trump tariffs for six months
[ad_1] The European Union will delay its planned retaliatory tariffs against the U.S., originally set to begin Thursday, as part…
Investinglive Americas FX news wrap 4 Aug. US stocks nearly erase the employment tumble
[ad_1] US stocks were the big movers today as they nearly retraced all the declines from Thursday to Friday gap…
Aging Populations Demand Urgent Pension Reforms: Are We Prepared?
[ad_1] The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Following the…
Economic calendar in Asia Tuesday, August 5, 2025 – China services PMI
[ad_1] High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all…
Although stocks are higher, the correction has some concerns for the buyers
[ad_1] oIn an earlier post, I spoke to the Nasdaq moving to the 100-hour MA. The price of the pair…