China’s real growth rate has weakened, raising fears among investors that one of world’s largest economies may be on the cusp of a dramatic slowdown. But, China is headed for something worse than a recession: a prolonged and fractious period […]
Author: Joe Quinlan
Leveraging The Rise Of The Global Middle Class
Investors probably missed a seminal tipping point during the market mayhem. Based on estimates from the Brookings Institution and covered in a new report by Bank of America, U.S. Trust, for the first time in history, over half the world’s […]
The Bull Is Still Kicking – 6 Market Convictions From BofA, U.S. Trust
October has emerged—thus far—as a tumultuous time for investors. While market gains have been pared this month, Bank of America, U.S. Trust believes it’s too early to call an end to the equity bull market. In a new report, Joe […]
U.S. Foreign Profits Look Sturdy – At Least For Now
Gross corporate profits from the rest of the world hit a record high this year, but slower global growth, a stronger U.S. dollar, and a world increasingly disenchanted and disillusioned with America could weigh on U.S. foreign profits over the […]
Brexit Enters Its Eleventh Hour – So Is The Apocalypse Approach Or Is It No Big Deal?
This quarter will be a critical period in the Brexit process. More than two years on from the June 2016 referendum, the terms of the United Kingdom’s exit from the European Union remain undecided and the final outcome could still […]
The U.S. trade deficit with China is a dangerous scorecard as the mainland remains an unlikely source of U.S. profits
With the United States and China at loggerheads over trade, investors should be aware of the many economic ties binding the two countries. Bank of America, U.S. Trust has released a new report that explores some of the finer points […]
Pinning Down Market Catalysts For The Rest Of 2018
Coming into 2018, investor expectations were high given the strong equity returns experienced in the prior year. After equities had one of the best starts in January in decades, rising interest rates and the White House’s tendency for trade protectionism […]
From The Abyss And Back: Some Takeaways On The Ten-Year Anniversary Of The Global Financial Crisis
The global capital markets seized in September 2008. The global economy and financial markets shuttered to a halt. The ensuing global recession was one for the record books, as is the subsequent and longest running bull market in U.S. equities. […]
Many Roads Lead To The United States
The threat of a U.S.-led global trade war has exposed the earnings vulnerability of many global equity indexes. Bank of America, U.S. Trust analyzed 18 different international indexes in a new report and the results are quite telling. The U.S. […]
