Published by Eugene Yashin
<p>GDP is on target to grow above 6% with gains in exports, a decline in jobless filings, a rebound in consumer sentiment, and rising industrial production.</p>
Published by Eugene Yashin
<p>Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?</p>
Published by Eugene Yashin
<p>Amid earnings season, a critical question now is whether the entirety of the economic recovery has already been discounted in the stock and bond markets.</p>
Published by Eugene Yashin
<p>With economic growth projections and huge liquidity we expect inflation to kick in. Read how we adjust our postures to address the changing environment.</p>
Published by Eugene Yashin
<p>The vaccination results suggest efficacy of conventional public health measures. Read how great news on vaccines supports markets and limits downside risk.</p>
Published by Eugene Yashin
<p>Eugene Yashin highlights the strong performance of smaller stocks, value stocks and indicates sector opportunities for investors with a long-term perspective.</p>
Published by Eugene Yashin
<p>Eugene Yashin on how the $900bn COVID relief package combined with the Fed commitment to long-run monetary policy should support the markets going forward.</p>
Published by Eugene Yashin
<p>Stocks hit record highs on growing evidence of effective vaccines emergence. Eugene Yashin reviews global and US economics, stock market and portfolio changes.</p>
Published by Eugene Yashin
<p>On the eve of elections, Eugene reminds investors of a key lesson from 2016: avoid making big bets that rely on one particular outcome to perform well.</p>
Published by Eugene YashinLeave your thoughts
<p>Stock markets have cooled off recently and the economy provides stability. The volatility is creating pockets of opportunity for long-term investors.</p>