Showing 37 to 48 of 232 results
U.S. Job Growth Masks Underlying Economic Weakness as Massive Budget Deficit Looms
In June, the U.S. added 144,000 jobs, lowering unemployment to 4.1 percent; however, job gains were concentrated in specific sectors, and the decrease in the unemployment rate was due to fewer people seeking work. The recently passed budget bill, with large tax cuts for higher earners and cuts to so...
U.S. Job Growth Masks Underlying Economic Weakness as Massive Budget Deficit Looms
In June, the U.S. added 144,000 jobs, lowering unemployment to 4.1 percent; however, job gains were concentrated in specific sectors, and the decrease in the unemployment rate was due to fewer people seeking work. The recently passed budget bill, with large tax cuts for higher earners and cuts to so...
Progress
56% Bias Score
Spanish Pension Reforms to Delay Retirement for Younger Workers
Projected Spanish pension reforms will necessitate delayed retirement for younger workers; those with 30 years of contributions may retire at 71, while 40 years allows retirement at 65, due to lower youth employment rates and upcoming legislative changes.
Spanish Pension Reforms to Delay Retirement for Younger Workers
Projected Spanish pension reforms will necessitate delayed retirement for younger workers; those with 30 years of contributions may retire at 71, while 40 years allows retirement at 65, due to lower youth employment rates and upcoming legislative changes.
Progress
48% Bias Score
Global Debt Soars to \$100 Trillion, Raising Economic Concerns
Global debt has hit \$100 trillion, prompting the OECD to warn of difficult prospects as rising costs and risks limit future borrowing, driven by increased government spending and lack of central bank support.
Global Debt Soars to \$100 Trillion, Raising Economic Concerns
Global debt has hit \$100 trillion, prompting the OECD to warn of difficult prospects as rising costs and risks limit future borrowing, driven by increased government spending and lack of central bank support.
Progress
44% Bias Score
ECB to Cut Interest Rates Amid Inflation Drop, Trade Uncertainty
The European Central Bank is expected to cut interest rates by 0.25 percentage points to 2 percent on Thursday, marking the eighth reduction since September 2023, driven by falling inflation but clouded by uncertainty around US-EU trade negotiations.
ECB to Cut Interest Rates Amid Inflation Drop, Trade Uncertainty
The European Central Bank is expected to cut interest rates by 0.25 percentage points to 2 percent on Thursday, marking the eighth reduction since September 2023, driven by falling inflation but clouded by uncertainty around US-EU trade negotiations.
Progress
36% Bias Score
Citi's Thematic Investing Strategy Shows Strong Outperformance
Citi's thematic equity strategy, led by Drew Petit, shows a 46.4% cumulative return (31.3% annualized) over 17 months for its 30-stock portfolio, outperforming major indices despite higher risk; top-performing themes include Digital Leisure, Contactless Economy, AI, and FinTech.
Citi's Thematic Investing Strategy Shows Strong Outperformance
Citi's thematic equity strategy, led by Drew Petit, shows a 46.4% cumulative return (31.3% annualized) over 17 months for its 30-stock portfolio, outperforming major indices despite higher risk; top-performing themes include Digital Leisure, Contactless Economy, AI, and FinTech.
Progress
44% Bias Score
Fed Likely to Hold Interest Rates Steady Amid Economic Uncertainty
Federal Reserve officials are 97.8% likely to maintain the federal funds rate target range at 4-1/4 to 4-1/2 percent at their June 18 meeting due to highly uncertain economic conditions, balancing strong employment with persistent inflation risks.
Fed Likely to Hold Interest Rates Steady Amid Economic Uncertainty
Federal Reserve officials are 97.8% likely to maintain the federal funds rate target range at 4-1/4 to 4-1/2 percent at their June 18 meeting due to highly uncertain economic conditions, balancing strong employment with persistent inflation risks.
Progress
36% Bias Score
SPD approval plummets to 13%, facing internal divisions and public anxieties
Germany's Social Democratic Party (SPD) is struggling with record-low approval ratings (13%) after the February Bundestag election, facing internal divisions on defense and welfare policies amid public anxiety about militarism and economic uncertainty.
SPD approval plummets to 13%, facing internal divisions and public anxieties
Germany's Social Democratic Party (SPD) is struggling with record-low approval ratings (13%) after the February Bundestag election, facing internal divisions on defense and welfare policies amid public anxiety about militarism and economic uncertainty.
Progress
56% Bias Score
Spanish Firms Remain Optimistic About Mexico Despite Moderated Expectations
A recent survey of 50 Spanish firms in Mexico shows continued optimism for 2025, with 54% expecting business growth and 41% planning to expand their workforce, despite a moderation of expectations compared to last year; Mexico remains a top destination for Spanish foreign direct investment.
Spanish Firms Remain Optimistic About Mexico Despite Moderated Expectations
A recent survey of 50 Spanish firms in Mexico shows continued optimism for 2025, with 54% expecting business growth and 41% planning to expand their workforce, despite a moderation of expectations compared to last year; Mexico remains a top destination for Spanish foreign direct investment.
Progress
40% Bias Score
AEX Opens Lower Amidst US-China Trade Talk Uncertainty
Today's slightly lower AEX opening reflects investor caution awaiting US-China trade talks between Treasury Secretary Yellen and Vice Premier He Lifeng; mixed stock performance and low trading volume highlight uncertainty, while China's export figures show a decline in exports to the US.
AEX Opens Lower Amidst US-China Trade Talk Uncertainty
Today's slightly lower AEX opening reflects investor caution awaiting US-China trade talks between Treasury Secretary Yellen and Vice Premier He Lifeng; mixed stock performance and low trading volume highlight uncertainty, while China's export figures show a decline in exports to the US.
Progress
36% Bias Score
OECD Downgrades UK Growth Outlook, Urges Fiscal Prudence
The OECD slashed Britain's 2025 growth forecast to 1.3 percent and 2026 to 1 percent, warning Chancellor Rachel Reeves against loosening the purse strings due to 'very thin' fiscal buffers and urging fiscal prudence amid stubborn inflation.
OECD Downgrades UK Growth Outlook, Urges Fiscal Prudence
The OECD slashed Britain's 2025 growth forecast to 1.3 percent and 2026 to 1 percent, warning Chancellor Rachel Reeves against loosening the purse strings due to 'very thin' fiscal buffers and urging fiscal prudence amid stubborn inflation.
Progress
56% Bias Score
Moody's Downgrades US Debt: Another Buying Opportunity?
Moody's downgraded US long-term government debt, impacting Treasuries but not all US assets; this follows downgrades in 2011 and 2023, each presenting subsequent market dips viewed as buying opportunities by some investors, notably for high-quality US equities.
Moody's Downgrades US Debt: Another Buying Opportunity?
Moody's downgraded US long-term government debt, impacting Treasuries but not all US assets; this follows downgrades in 2011 and 2023, each presenting subsequent market dips viewed as buying opportunities by some investors, notably for high-quality US equities.
Progress
56% Bias Score
Surge in Treasury Term Premium: A Contrarian Investment Thesis
The U.S. Treasury market's term premium has spiked to an 11-year high due to fiscal policy uncertainty, pushing the 10-year T-note yield to 4.5%, despite stable inflation and growth; this contrasts with previous similar spikes that often preceded recessions.
Surge in Treasury Term Premium: A Contrarian Investment Thesis
The U.S. Treasury market's term premium has spiked to an 11-year high due to fiscal policy uncertainty, pushing the 10-year T-note yield to 4.5%, despite stable inflation and growth; this contrasts with previous similar spikes that often preceded recessions.
Progress
44% Bias Score
Showing 37 to 48 of 232 results