Weekly Fund Prep for 38th Week 2019

Central banks in the US, UK, Japan and China will provide an update on monetary policy next week, with markets anticipating a 25bps rate cut from the Fed. Other important releases include: US industrial production, housing data and Q2 current account; UK inflation and retail sales; Eurozone flash consumer confidence; Germany investor morale; China industrial output, […]

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Market Prep for Week 33

Next week the US will be publishing inflation rate, retail sales, industrial production, housing data and flash Michigan’s consumer sentiment. Elsewhere, other important releases include: UK unemployment, wage growth, inflation and retail sales; Eurozone trade balance and industrial production; Germany Q2 GDP figures; China industrial output, retail sales, fixed asset investment and house price index; […]

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BREAKING: Special Counsel Robert Mueller’s investigation

BREAKING: Special Counsel Robert Mueller’s investigation found no evidence of collusion with Russia, according to U.S. Attorney General William Barr. The question of obstruction of justice by Trump was deemed inconclusive. Barr released a summary of Mueller’s report to Congress. Mueller turned in his final report on Friday. “The report found evidence on both sides […]

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Theresa May’s Second Big Loss

After PM Theresa May’s defeat yesterday on the new Brexit deal, the House of Commons is voting tonight on whether it can support leaving the EU without a deal. We maintain our view that the House of Commons will vote to reject a no deal Brexit and instead tomorrow vote in favour of an extension. […]

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Weekly Fundamental Prep KW11-2019

Next week the US will be publishing inflation rate, the preliminary reading of Michigan consumer sentiment, retail sales, industrial production, durable goods orders, new home sales, producer prices, and NY Empire State Manufacturing Index. Elsewhere, important releases include: UK monthly GDP, industrial output and foreign trade; Eurozone industrial activity and final inflation rate; Germany trade […]

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Lyft IPO A Prospectus Review

We can tell you that no other corporate document takes as much time and effort as an S-1. Everyone from founders, lead investors, management, bankers and (of course) lawyers want a say. They all know that you never have a second chance at a first impression. An S-1 is their best stab at creating the […]

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Farewell Speech #Abschiedsrede Hans-Georg Maaßen

Here the first public version of his farewell speech in German, analysis follows soon. “Liebe Kolleginnen und Kollegen, Ich möchte mich heute aus diesem Kreis nach über sechsjähriger Zugehörigkeit von Ihnen verabschieden. Manche Abschiede sind geplant, z.B. wenn der Arbeitsvertrag befristet oder wenn eine bestimmte Altersgrenze erreicht ist, wie bei unserem Freund Rob, andere Abschiede sind […]

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US Nonfarm Payrolls Preparation For August 2018

US Nonfarm Payrolls Preparation for August 2018   The Employment Situation for August 2018 is scheduled to be released on September 7, 2018, at 8:30 A.M. Eastern Time. Jobless claims remained near a 50-year low in the month, pointing to a very low rate of layoffs. Still, hiring may have been limited by the shrinking […]

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Italy / diverging system

Simply put, the natural return-to-the-mean dynamic between Italy and Germany has ceased, causing their economic systems to diverge rather than converge. Hence, anyone buying Italian over German stocks is betting on a world first—that this system will self-correct despite a fixed exchange rate joining economies with quite different productivity levels. In fact, this has only […]

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