An Update on the Magnificent 7… and the US Dollar
The story of this year has been global stock markets outperforming US […]
Insights from Major Retailers: The State of the Consumer
In recent weeks, many large US retailers have published their latest financial […]
Why We’re Bullish on Latin America: Brazil and the Opportunity of Being in the Middle
In a world increasingly shaped by strategic rivalry between the United States […]
US Inflation: No News is Good
In April, the overall rate of inflation in the United States came […]
How to Look Through the Noise and Invest Like the Best
It’s always easy with hindsight to say that when markets sell off, […]
Has Sentiment Bottomed… And Should You Buy US Stocks Now?
There is a lot of fear about holding US assets right now. […]
This Earnings Season is a Big One!
Earnings season is when publicly traded companies report revenues, profits, and cash […]