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Do Not Miss This Conference! 16 Aug 2013 | 10:13 pm
Obama said July 31 he is considering Yellen, Summers and Kohn. — The Financial Post We are delighted that two of our New York 2013 esteemed speakers, Lawrence Summers and Donald Kohn, are contenders ...
Tapering And The Potential Impact On Credit Spreads 15 Aug 2013 | 07:52 pm
According to our U.S. Bond Strategy service, there could be some modest disruption in the performance of risk assets as the Fed pares back its asset purchases. One key question about Fed policy is wh...
Buy U.S. Bank Stocks, Short Canadian Banks 13 Aug 2013 | 07:04 pm
Our Global Investment Strategy service recommends going long U.S. financials while shorting their Canadian peers: housing dynamics are completely out of sync between the two markets. The U.S. residen...
Two Fed Chairman Contenders, Lawrence Summers And Donald Kohn, To Speak At 2013 BCA New York Investment Conference 7 Aug 2013 | 09:49 pm
We are tremendously pleased to announce that two of the potential candidates for nomination to be next Fed Chairman, Lawrence Summers and Donald Kohn, are confirmed speakers at the 2013 BCA New York I...
China: More Tightening On Local Government Debt? 6 Aug 2013 | 10:04 pm
Our China Investment Service argues that any move towards gaining clarity on the Chinese local government debt situation is a market friendly development. Last Friday, the Chinese central government ...
Euro Area: No Longer The Ugliest Of Them All 5 Aug 2013 | 06:23 pm
On several key measures – government finances, competitiveness, and banking solvency – the euro area is no longer winning the world’s “ugly contest”. Given that Europe had the world’s ugliest structu...
Larry Summers To Give Keynote Address At BCA 2013 New York 31 Jul 2013 | 11:19 pm
We are ecstatic to confirm that the speaker list for the 2013 BCA New York Investment Conference is now finalized, with the phenomenal (and possible future Fed Chairman!) Larry Summers as a keynote sp...
Is A Grexit Possible Before The German Elections? 26 Jul 2013 | 06:26 pm
The probability of Grexit has increased due to several factors: Austerity measures are being implemented, particularly the placement of 25,000 public sector workers into ‘reserve’ (from where they ca...
U.S. Stocks: What Now? 23 Jul 2013 | 07:48 pm
The U.S. stock market is becoming fully valued, with the market trading at 14.5 times forward earnings. True, corporate earnings are still good and could get even better in the months ahead, especial...
U.S. Homebuilders: Another Summer Pop! 17 Jul 2013 | 06:44 pm
U.S. homebuilders are starting to look downright giddy. The National Association of Homebuilders survey of builder confidence popped to its highest level since January, 2006. According to the surve....
