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July 19, 2019

Why should second quarter growth slow?

With a strong first quarter behind us, investors are now focused on the future of economic growth. Unfortunately, there are a number of indications that the second quarter GDP release on July 31 may disappoint.

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Recent posts

July 12, 2019

How can the stock market rally when equity funds see outflows?

One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows.

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July 5, 2019

What's up with retail?

Over the past few years, real estate investors have constantly discussed the “death of retail” - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled. Evidence of this dynamic is widespread, as 147 million square feet of U.S. retail property was closed in 2018.

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June 28, 2019

What do potential Fed cuts mean for EM?

With a relatively range-bound dollar, inflation in EM countries can remain contained. This suggests that EM central banks can join the Fed in lowering interest rates in the second half of the year.

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June 21, 2019

How effective would ECB rates cut be?

The U.S Federal Reserve were not the only major central bank discussing interest rate cuts last week, the European Central Bank (ECB) are also toying with the idea of cutting rates in the near future.

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June 14, 2019

Will the Feds cut rates?

Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting.

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June 07, 2019

What’s been going on with IPO’s?

With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.

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