The Golden Era For Multinationals Is Over-Now What?
U.S. multinationals have been at the forefront of the golden era of globalization, building out some of the most extensive supply chains in the world…
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Danger Signs For The European Economy
What happens in Europe doesn’t stay in Europe. In Market Strategy commentary today, Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of…
Stay Long Neck Braces And Equities
Don’t expect market volatility to subside anytime soon, according to a new report from Bank of America, U.S. Trust. Invest in a neck brace and…
The American Economy – A Hydra-Headed Superpower
From agriculture to aerospace, life sciences to logistics, energy to entertainment, the U.S. economy is a hydra-headed superpower with the wherewithal to withstand various headwinds…
What China’s Current Account Deficit Means For Investors
Quietly, without much notice among investors, China’s current account surplus, as large as 10% of gross domestic product (GDP) a decade ago, has shifted to…
Money Can’t Buy You Love
Corporations have never been as generous in returning capital to shareholders via buybacks and dividends than they have been this year. For all of 2018,…
EU’s Fragile Cyclical Economic Expansion – Near A Tipping Point
One can’t help but walk away from Europe worried and concerned. The Continent is long on bickering and skepticism and short on unity and solidarity…
China Confronts Something Far Worse Than A Recession – Bank of America
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….
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…
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…
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…
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…
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…
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…
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…