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February 1, 2020
US economy holds a healthy stance with decline in jobless claims and increases in housing start. Stock market performances exceed expectations.
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January 1, 2020
US economy finishes strong as 2019 ends with record high stock markets. Political uncertainties diminish worldwide leading confident global growth in 2020.
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December 1, 2019
Read several reasons why the US economy is expected to accelerate in 2020 as well as corporate earnings. Global GDP growth continues at a sub-par slow pace.
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November 1, 2019
Our Chief Investment Officer, Eugene Yashin, examines major themes in global markets including regime change that is encouraging for value investors.
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October 1, 2019
Post summer spending causes plateau in sales. Read up on key notes from the Federal Reserve’s policy meeting and why global expansion is stuck.
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September 1, 2019
Rise in trade war with further tariffs from China followed by further counter measures and additional tariffs from President Trump weakens equity markets.
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