Fed Ignores EM Pain, as Dollar Rally Accelerates…
The Fed has reiterated its tightening path, despite pleas from EM central bankers and warnings from Ben Bernanke that the US economy is heading...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
325 Views
Automotive Semiconductors- All You Never Wanted To Know But Probably Should- Part 1
Sales of automotive semiconductors soared an astounding 26% in 2017 to $38 billion, propelling them into the fastest growing category of...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
379 Views
U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
661 Views