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gains in exports
June 28, 2021
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.
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June 1, 2021
Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?
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May 3, 2021
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.
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April 1, 2021
With economic growth projections and huge liquidity we expect inflation to kick in. Read how we adjust our postures to address the changing environment.
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vaccines support markets
March 1, 2021
The vaccination results suggest efficacy of conventional public health measures. Read how great news on vaccines supports markets and limits downside risk.
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healthcare sector going forward
February 1, 2021
Eugene Yashin highlights the strong performance of smaller stocks, value stocks and indicates sector opportunities for investors with a long-term perspective.
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