US Markets Update: Inflation Matches Expectation
Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no...
236 Views
Risk Reckoner - Are Rumours of Irrational Exuberance in US Stock Markets Greatly Exaggerated?
Evidente launches Risk Reckoner - a new research product designed to offer insights into risk and portfolio construction matters for both asset...
230 Views
NFP Gives the Green Light for Globally Concerted Tightening, Despite Persistent Disinflation
US non-farm payrolls (NFP) exceeded expectations in June, rising by 222,000 (versus expectations of 179,000) and the numbers for May and April were...
246 Views
Passive Vs Active: Â ETF Flows Dominate, Stock Prices Distorted, Active Managers on the Ropes
In this report, we analyse the staggering inflows into US passive equity funds over the past 6 years, identify the key players and how these...
616 Views
The Market Sentimentalist - We're Going On A Bear Hunt
SummaryThe US economic recovery just celebrated its eighth birthday. The IMF, in its recently published Article IV consultation document, predicted...
213 Views