The End of LIBOR Is Not SOFR Away
The London Interbank Offer Rate (LIBOR), also called 'The World's Most Important Number', acts as a benchmark for over US$240 trillion of assets...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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