Global Economy

March 02, 2017

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Global Stocks Stocks are attractive in the U.S. and several other countries, driven by improvements in economic performance. Since the third quarter of 2016, U.S. corporate profits have begun to rise after a six-quarter stint of sideways earnings. Since the...
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October 13, 2016

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Global e-Commerce Adoption Isn’t Slowing — It’s Accelerating, and Has Massive Tailwinds U.S. e-Commerce Share Gains (vs Retail) Source:  Bank of America/Merrill Lynch Most investors probably have the impression that e-commerce has moved beyond its initial stages of rapid growth...
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July 03, 2014

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Regulators are Forcing Banks to Get More Conservative Last Wednesday, Federal Reserve governor Daniel Tarullo addressed the Fed’s symposium on stress test modelling. This is a now-annual gathering of Fed officials and financial industry participants, where the discussion focuses on the Fed’s...
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