Everyone is expecting big earnings. With 20 percent earnings growth, the risk is to the downside. We saw this on Friday, when banks delivered in-line reports, but their stocks sold off. That trend reversed on […]
The U.S. may have lashed out against China in recent weeks, but at least one portfolio manager remains “very” optimistic about the prospects of the world’s second-largest economy. In recent weeks, the U.S. and China […]
“Sterling is currently the best performing G-10 currency in the year to date … (But) there are clear caveats to this optimistic outlook,” Rabobank analysts said in a note Monday. “There are signs that the […]
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