Japanese and Thai Stocks Take Iran Missile Hit
Markets in Thailand and Tokyo were the main losers on Wednesday, though Asian investors in general appear reassured the worst is over with Iran.
Asia's Currency Underperformers Look Like Good Bets for 2020 Gains
The won, rupee and yuan may turn from the poorest performance in 2019 to solid runs in 2020, while the Iran-induced run to the dollar and yen may reverse fast.
Currencies Will Eventually Matter for Crude Oil and Other Commodities
If the currency markets come back to life it will put oil back on the trading screens of speculators.
Trade Is Reaching an Inflection Point
I see two ways the trade talks can play out from here, and how the effects of each will ripple out into the global economy.
China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All
There are a number of important questions stemming from this series of events.
No False Positive: The Global Economy Is Slowing
Thoughts on the ISM, trade, Friday's key job report and how to play it all.
Gloom and Doom Could Lead to Several Positive Surprises
it seems that consensus is to interpret anything that can be viewed as bad, as actually bad, and anything that could be good, as an aberration that will soon become bad.
It's Time to Grow More Wary of Growth Expectations
GDP and corporate earnings trends are not favorable and increasingly indicate slowing economies here and abroad.
This Stock Is Now Power-ed on Three Fronts
Manpower Group is seeing significant un-reflected value from past performance, glowing future prospects for the coming three to five years, and a future currency-related rise due to an eventual weakening of the dollar.
3 Ways to Play a Strong Dollar
These 3 stocks have little overseas exposure and could benefit from dollar strength.