America’s Democrats Offer Free Ice Cream
Larry Beck via Fair Observer | The Democratic Party must seize the moment now and deliver a message of change, but change driven by a renewed collective conscience with social justice at its core.
US
China’s Economy Catches Chill in July as Headwinds Mount
China’s economy got off to a slow start in the third quarter, with key indicators gauging factory activity and mining, investment and general consumption falling in July to their lowest levels in months, official figures showed Monday.
Summer lull continues; but investor focus this week on German GDP figures, Fed meeting minutes
The summer lull may continue to dampen stock market activity during the month of August, but there are two key events on the investor agenda this week. German GDP figures for Q2 and the minutes of the Fed’s late July meeting.
The threat of US economic policy deadlock is looming
The markets are becoming increasingly sceptical about Trump’s ability to enforce any coherent economic policy mix. Even if his advisors in this field are seasoned bankers, the White House is rapidly losing its grip on critical decision-making areas, such as the budget stance.
Markets in summer lull mode, but focus on regional US Fed chairs’ comments
There is not much in the way of major macro or corporate data due this week, but markets will be on the alert for any hints from regional Federal Reserve Chiefs’ as to what the US central bank’s next moves will be.
September is traditionally the worst month on average for stock markets
ATL Capital |For most people, the summer is a time for relaxing and taking a well-earned break from work. But it can also bring instability and suprises in the stock markets. While August has been a negative month for investments for the last eight years, it’s September which is traditionally the worst summertime month.
Complacency May Have Led to Brexit and Trump
Nick Ottens via Atlantic Sentinel | Brexit and Trump may have made Europeans realize bad things can happen — and shocked them out of their complacency.
German Or US Bonds: Who Is Following Who?
Analysts at Julius Baer think it is “comforting” to see that the bond market is efficient. In other words, they say that for German bond investors it is basically the same whether they invest in negative- yielding German Bunds or buy US bonds and pay for the hedging of the currency risk.
Commodities, Isolated From The Reflation debate
The reflation trade that boosted a rally in global stockmarkets after Donald Trump’s victory has been put to the test in recent weeks with the inflation data failing to deliver the sought-after hard facts. However, commodities as an asset class have for some time been somewhat isolated from the reflation debate
Almirall Trades At An EV/Ebitda Of Between 11,6x And 9,53x Against 11,8x For European Sector
This week Spanish pharmaceutical firm Almirall issued a profit-warning, citing the negative impact of its US business. The stock price has dropped 30% in two days.