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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Understanding Economic Cycle

Understanding economic cycle and how they impact financial markets is a crucial skillset in managing an investment portfolio. But what does this really mean, and how can we implement it? The below article is designed to run you through how an economic cycle works, and applies our analysis and recommendations from our observations. More can be… Please follow and like us:

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China’s central bank bumps up rates in ‘mini-tightening’

China will likely tighten monetary policy next year while increasing policy flexibility to ensure sufficient credit supply and to prevent overtightening from hurting the economy, economists said on Thursday after the US Federal Reserve rate hike. The People’s Bank of China, the central bank, raised the rates of seven-day and 28-day reverse repo agreements (through which… Please follow and like us:

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Fed hikes key interest rate again, boosts next year’s economic growth forecast

WASHINGTON — Federal Reserve monetary policymakers on Wednesday nudged up their key interest rate again and increased their forecast for the economy’s performance in 2018 as Congress neared passage of a large tax-cut package. Fed officials forecast 2.5 percent growth next year with an increase in consumer spending and business investment expected from the lower taxes,… Please follow and like us:

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It Ain’t Over Till It’s Over: 4 Trends Driving REIT Valuations

It has been an eight-year run for equity real estate investment trusts, returning almost 450% to investors, or roughly 20% per year. The broader equity market has also been on a tear, returning roughly 350% during the same period. Relatively easy monetary policy persists, credit spreads remain tight and the U.S. economic expansion is almost 100… Please follow and like us:

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China’s money supply sees steady increase

Regulators ‘need to prevent financial risks more proactively and effectively’ China’s money supply growth rate and the newly issued yuan-denominated loans both increased in November to support economic growth, although the monetary authority reiterated that risk prevention should be the policy priority. The M2, or a broad measure of money supply, increased by 9.1 percent year-on-year… Please follow and like us:

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Forex Investors Buzz Week Ahead Dec 11 – 15

Forex Investors Buzz Week Ahead Dec 11 – 15 Bank of England will be deciding on monetary policy ECB will deliver its latest monetary policy decision Japan, analysts are eyeing Tankan’s quarterly business condition Next week, the most important event will be the Fed monetary policy decision. The ECB and the Bank of England will also… Please follow and like us:

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Repeal Dodd-Frank, eliminate the Consumer Financial Protection Bureau

WASHINGTON, November 29, 2017 – While there is currently a debate about who is actually in charge of the Consumer Financial Protection Bureau (CFPB), maybe this is a good time to talk about eliminating the CFPB entirely. Dodd-Frank and the Consumer Financial Protection Bureau In 2010 Congress passed the Dodd-Frank bill which was designed to reform… Please follow and like us:

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US Fed nominee Powell: Case for raising rates in Dec ‘coming together’

President Donald Trump’s pick to lead the US Federal Reserve said Tuesday there is a strong case for raising the benchmark interest rate at the central bank’s December policy meeting. In an unusually direct comment for normally-reticent central bankers, Fed governor Jerome Powell told the Senate Banking Committee, “I think that the case for raising interest… Please follow and like us:

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Why the financial war on the Qatari Riyal has failed

Some Arab states are trying to destabilize Qatar’s Riyal, but efforts to drive down its value could backfire by hurting other dollar-linked currencies in the region, a Qatari central banker said. Khalid Alkhater, currently in Britain on leave from the central bank, was commenting on moves by Saudi Arabia, the United Arab Emirates, Bahrain and Egypt… Please follow and like us:

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‘Many’ Fed members favor near-term rate hike: minutes

A majority of US central bankers favor raising benchmark interest rates in the near term, signalling the Federal Reserve is likely to tighten monetary policy next month, minutes from their last meeting revealed Wednesday. But sharp disagreements persist among policymakers over the dangers of inflation and the need to raise rates, according to the minutes of… Please follow and like us:

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Morgan Stanley: When Will The Bull Market End?

Trying to predict the end of economic cycles isn’t an easy game, but analysts at Morgan Stanley believe that they have some idea as to the date of the current bull market end. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read… Please follow and like us:

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Corporate Balance Sheets Much Weaker Than You Think: Goldman

SocGen’s Andrew Lapthorne believes that weak corporate balance sheets are the fact and the cash on the sidelines is the myth. In a report published today, Lapthorne highlighted the high level of inequality that’s affecting balance sheets within the US. Specifically, the SocGen analyst notes “US corporate leverage is abnormally high for this stage in the… Please follow and like us:

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Summary Results Of APEC Member Meeting In Vietnam

THE 25TH APEC ECONOMIC LEADERS’ MEETING Da Nang, Viet Nam 11 November 2017 Da Nang Declaration Creating New Dynamism, Fostering a Shared Future We, the Leaders of APEC, gathered in Da Nang, Viet Nam under the theme Creating New Dynamism, Fostering a Shared Future, determined to take bolder and sustained collective actions to inject new dynamism… Please follow and like us:

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Jerome H. Powell Nominated As Fed Chair – Analysts React

Yesterday, Jerome H. Powell was nominated by President Trump to take the place of Fed Chair, Janet Yellen. All the pundits are wondering what this means for Federal Reserve policy in particular for potential rate hikes and balance sheet unwinding. Below are snippets from what analysts are saying about how Jay Powell would change (or not)… Please follow and like us:

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