Bull Market Should Run Another 3 Years: Goldman

Goldman Sachs says the bull market in U.S. stocks should continue for another three years. In its latest market outlook, Chief U.S. Equity Strategist David Kostin is forecasting a 15% gain in the S&P 500 over that period with a target of 3,100 by the end of 2020 and a 7% gain in the index this… Please follow and like us:

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US Fed members divided over rate hikes in 2018

US central bankers are divided over how fast they will need to raise interest rates next year, given differences over the causes behind the low inflation and wage gains seen to date, a report showed Wednesday. The minutes of the December 12-13 policy meeting, when the Federal Reserve raised the benchmark lending rate for the third… Please follow and like us:

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2018 Forecast: Can The Army Reinvent Itself?

The Army Chief of Staff, Gen. Mark Milley, checks out a cyber/electronic warfare unit at the National Training Center. WASHINGTON: Over the next few weeks, US Army leaders will make major decisions about the Futures Command they’re standing up this summer. The new organization will be the biggest departure in how the Army buys weapons in… Please follow and like us:

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Hedge Fund AUM to reach an all-time high in 2018 for the 10th year in a row?

Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organizations. The hedge fund industry is dynamic, and participants are best served by anticipating, rather than reacting to, change. Below are Agecroft’s 9th annual predictions for the biggest trends… Please follow and like us:

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Morgan Stanley Quants: Volatility Ahead, FAANG Could Fall Much Further

Has the love affair with FAANG stocks ended? Just as Bank of America Merrill Lynch was pointing out that technology stocks started to become a crowded trade, along comes Morgan Stanley analysis that breaks down the beta factor performance models. In short, they see volatility ahead — which can disrupt existing momentum trades. When looking at… Please follow and like us:

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Foreign Stock Markets Seen as Hot Investment in 2018

A confluence of global synchronized growth, accommodative money policy and positive political reform in Europe should lead to continued double-digit returns for foreign equities in 2018, according to the Northern Trust CIO Bob Browne. “We feel positive on European growth, Abenomics is certainly working in Japan, and we’re not expecting a hard landing in China,” Browne… Please follow and like us:

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Valuation-based Factor Stocks Get Smoked, But The Times They Are A-Changin: BAML

As 2017 comes near to a close, and the stock market by many accounts outperformed analyst projections, a Bank of America Merrill Lynch report on factors notes an interesting change that occurred relative to factors it watches. With 2018 forecast to be another reasonably strong year for US stocks, factor performance is a moving target and… Please follow and like us:

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S&P 500 Projected Return: 5% P.A. Or -4% – Robecco

2018 will be a “coming of age” for financial markets around the world as central banks wind down QE and economic growth gains traction, that’s the main takeaway from Robeco’s latest Expected Returns 2018-2022 report. Robecco’s report, which is published every year and gives a five-year expected returns forecast for the period ahead, has been named… Please follow and like us:

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This hurricane season has been brutal—but it’s not over yet. What’s coming next?

At least we’ve passed the peak. The Atlantic Ocean on September 28, 2017. CIRA/RAMMB/NOAA We’re finally past the peak of hurricane season in the Atlantic Ocean. This is welcome news for folks who live along the coast, but by no means are we out of the woods yet. Hurricane seasons—especially years this active—can crank out some… Please follow and like us:

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NOAA predicts an above average hurricane season for 2017

Get ready now. Hurricane Matthew was an incredibly dangerous and destructive storm that struck the Caribbean and parts of the United States last year. NOAA Guess what’s happening next week? Sure, Memorial Day is fast approaching, but just a few days later on June 1, hurricane season officially begins. This week, NOAA released their predictions for… Please follow and like us:

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German output, trade point to solid first-quarter economic growth

Berlin (dpa) – Germany is set to post a solid rise in first-quarter economic growth after data released on Tuesday showed industrial production fell less than forecast in March and exports hit a record high. Monthly output in Europe’s biggest economy contracted by 0.4 per cent in March from February when it jumped by 1.8 per… Please follow and like us:

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