This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.
Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.
The Federal Reserve’s move to signal fewer interest-rate cuts this year deepens its divergence from peers who have already begun to ease.
A splintering of global supply chains, driven by both political and business considerations, has hundreds of manufacturers and logistics providers debating where to go next. They’d be well advised to take their cues from two Taiwanese companies who’ve led the charge.
The US government moved closer to imposing new tariffs on solar cells and panels from Southeast Asia after an agency’s initial determination that American manufacturers are being harmed by cheap imports from the region.
US exchange-traded funds investing directly in Bitcoin attracted net inflows for an unprecedented 18th straight day, a spurt of demand that has helped to lift the largest digital asset toward a record high.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Portfolio Manager Peeyush Mittal says even as Narendra Modi looks set to remain as Prime Minister, India’s domestic growth agenda faces a pause until the political landscape takes shape following the country’s elections.
The US is reclaiming its position as the undisputed top dog of cryptocurrency markets.
NXP Semiconductors NV is teaming up with a company partly owned by Taiwan Semiconductor Manufacturing Co. to build a $7.8 billion chip wafer plant in Singapore, marking a boost for the island nation’s tech ambitions.
This year's venture to Asia was informative and delicious.
As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.
Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year, fueled by the rising tide of bullishness over artificial intelligence.
America’s political leaders have resorted to playing the blame game to convince voters that they are fixing the country’s trade deficit. But by going after China, they are ignoring the root of the problem – the American government’s unchecked spending – while increasing the risk of a full-blown superpower conflict.
VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Total International Bond ETF (BNDX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
In a room filled with more than 800 sugar traders, Sally Lyons Wyatt, an executive at consumer researcher Circana, had an important message to deliver: Ozempic is coming for your industry.
I’m fresh off the plane from Las Vegas—and no, I wasn’t hitting the slots, though the city’s Harry Reid International Airport sure hit the jackpot with a record-breaking 57.6 million passengers last year.
Nvidia Corp. just gave the green light to traders betting that the rally in artificial intelligence computing stocks — not to mention its own — has room to run.
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.
Will the rapid growth of private credit impair financial stability?
When US markets reopen next Tuesday after the long weekend, everything will likely seem normal. It’s only after the close and in the following days that any cracks are expected to appear.
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
Learn how using a “switch” trading strategy can create efficiencies to improve overall execution cost and quality.
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
JPMorgan Chase & Co.’s asset management arm has created a new European money market fund focused on public debt, a kind of investment that largely disappeared when interest rates were negative.
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
Portfolio Manager Shuntaro Takeuchi gives his take on the outlook for investor returns in Japan’s equity markets.
An unfortunate byproduct of the dollar’s unexpected surge has been the revival of a bogey that just won’t die: currency wars. The phrase gets thrown about during periods of dislocation in the foreign-exchange market and has the beauty of meaning whatever the person who utters it desires.
Investors have seemed transfixed lately by endless news headlines on the path of monetary policy. But fiscal policy outcomes have far-reaching impacts on long-run growth and fundamentals in the world’s economies. On that score, many regions continue to wrestle with the challenges of deficits and debt.
In this issue of Sinology, Andy Rothman offers his perspective on two key questions.
Any way you care to measure it, the United States has the world’s largest economy. It is not, however, the fastest-growing economy. And growth rates matter because, other things being equal, a faster-growing economy might eventually challenge US leadership.
As an advocate of sound fiscal policy and a strong believer in the power of free markets, I find Argentina’s recent economic overhaul under President Javier Milei not just refreshing but essential in today’s world of bloated government spending.
VettaFi looks at the expected growth in US LNG export capacity and how midstream/MLPs benefit.
Amazon.com Inc. plans to spend $9 billion expanding its cloud computing infrastructure in Singapore, the latest global tech company to boost investment in Southeast Asia.
US chip production is poised to explode in coming years, helping ease a risky dependency on East Asia, according to a projection by the Semiconductor Industry Association.
An April rout in emerging-market bonds and currencies has some former bulls turning negative on the outlook for the asset class.
There are attractive investment opportunities in private credit against a backdrop of a U.S. economy that continues to outpace the eurozone and the U.K.
We saw a dovish slant to Powell’s remarks at yesterday’s press conference, with no rate hikes in sight.
I had the opportunity this week to speak at the London AIM Summit, where presenters and attendees were cautiously optimistic about the economy.
Markets started the year anticipating several U.S. Federal Reserve (Fed) rate cuts in 2024, but by the end of the first quarter, a continued string of stronger-than-anticipated economic data readings led to a significant dialing-down of expectations.
Apple Inc. shares jumped the most in almost a year-and-a-half after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing.
India is a long-term structural investment story but it isn’t cheap. To get the most from India we believe investors should adopt a selective approach in order to stay aligned with the country’s long-term value creation while not being distracted or paying too much for shorter-term, lower-growth opportunities.
For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
What’s the value of a good story? $82 billion, to judge by Tesla Inc.’s 15% share price gain Monday.
Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia’s biggest economy to spur growth.
