Global Equity & Income

Be prepared for when the ECB starts buying corporate bonds.
China's first-quarter GDP came in at ... you guessed it, exactly as forecast.
Luxury stocks are not a good place to invest right now.
It's clear China is slowing, but not clear by how much. 
The Panama Papers revelations have hurt the U.K. Prime Minister's credibility.
Who are the winners of this kind of shakeout?
I like the risk-reward of shorting these bonds, but it needs to be done right.
Eurozone equities have underperformed, but a recovery is around the corner.
Things are clearly better, but whether execs will talk that up in the current political environment is an open question.
Global market volatility is all about what the Fed heads are saying, and we have more chatter coming this morning.

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Mine and many other reviews of the meeting coming Monday, but the quick highlights to whet your appetite: 1)...


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