Wall Street Currents

Open for Business - Market Commentary | April 13th, 2021 The Horse & Groom, Heads & Tails, The Lyric, Punch & Judy and the Duke of York. All open and ready to serve you a pi...

SPAC Fever: Clear and Present Danger? - How do special-purpose acquisition companies (SPACs) serve public investors?

Latin America and the Caribbean after Covid-19 - Latin America and the Caribbean suffered from several regional preconditions in advance of the Covid-19 crisis, including weak health infrastructure, low g...

COVID-19 credit support programs in Europe’s five largest economies - In 2020, European governments mitigated the economic impact of COVID-19 lockdowns and other pandemic-fighting programs through a host of initiatives, inclu...

How COVID-19 Affected First-Time Homebuyers - Efforts in the spring of 2020 to contain the spread of COVID-19 resulted in a sharp contraction in U.S. economic growth and an unprecedented, rapid rise in...

Positive Job Market Developments: Openings And Quit Rate Are Increasing - Earlier this week the February Job Openings and Labor Turnover Survey (JOLTS) was released showing job openings continued to increase. For the February p...

A Matter of Degrees: Aligning ESG Strategies with the Paris Agreement - The S&P PACT™ Indice sare created to give market participants access to strategies designed to be compatible with limiting global warming to 1.5°C.

Asian Markets, American Investments, & Accessing (Chinese) Futures with Alvin Fan of OPIM - Sign up for OPIM’s Cap Intro event (April 12-16) here We’ve said it before and we’ll say it again – the opportunities in the Asian investment landscape...

April Edition: All Good News, But… | Tech Back in Vogue | A New Pattern Has Developed | Problems In The Fundamentals | Things Are Looking Up | A Tale of Two Tapes | No Roadblocks On The Horizon - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

Interest Rates, Earning Growth and Equity Value: Investment Implications - The first quarter of 2021 has been, for the most part, a good time for equity markets, but there have been surprises. The first has been the steep rise i...

Making Sense of Sky-High Stock Prices - Many have been puzzled that the world’s stock markets haven’t collapsed in the face of the COVID-19 pandemic and the economic downturn it has wrought. Bu...

Light in the COVID Tunnel - If you ever think you just can’t win, I know how you feel. I’m labeled both a doomsayer and a Pollyanna—sometimes in reaction to the same letter.

The Case for Avoiding U.S. Stocks and Buying Asia Instead - CLSA strategist Christopher Woods lays out his views on Asian emerging markets and the potential Trump trade deal with China—and says why the U.S. is his l...

Elevate your discovery process to help win great clients - As an advisor, honing your skills in asking the deep discovery questions sets the tone for a superior client experience. These simple steps may help you bu...

Company Notes Digest 11.05.18 - Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some...

Brackets and Defense – LOVOL and VXTH Indexes (that Bought VIX Calls) Had Lower Volatility - Over the past two months, there has been increased interest in (1) portfolio protection strategies (2) learning more about prudent uses of VIX® futures and...

Trump Plays with Fire on Trade - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...

Home Equity Wealth at New High - The latest flow-of-funds data from the Federal Reserve confirmed that home-equity wealth reached a new nominal high this year: $13.9 trillion at mid-2017,...

Former Morgan Stanley Executive to Expand Rockefeller Capital Management - Gregory Fleming, formerly with Morgan Stanley, will expand Rockefeller Capital Management’s asset and wealth management businesses.

Econophysics of Business Cycles: Aggregate Economic Fluctuations, Mean Risks and Mean Square Risks (arxiv.org) -

Robots Expose Firms to Compliance Risks - Pressure to cut costs by replacing humans with robots may end up hurting firms if they’re not careful, PwC says.

MSCI Risk Monitor: RiskMetrics Europe - October 2015 - Under a standard RiskMetrics forecasting model, this monthly Risk Monitor reports on the evolution of risk forecasts for 12 key risk factors chosen for t...

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