2022-05-30 09:32:00 Monday ET
The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries. Our current fundamental macro a
2022-02-15 14:41:00 Tuesday ET
Modern themes and insights in behavioral finance Lee, C.M., Shleifer, A., and Thaler, R.H. (1990). Anomalies: closed-end mutual funds. Journal
2019-02-11 09:37:00 Monday ET
Corporate America uses Trump tax cuts and offshore cash stockpiles primarily to fund share repurchases for better stock market valuation. Share repurchases
2018-01-06 07:32:00 Saturday ET
Subsequent to the Trump tax cuts for Christmas in December 2017, the one-year-old Trump presidency now aims to make progress on health care, infrastructure,
2019-05-11 10:28:00 Saturday ET
The Trump administration still expects to reach a Sino-U.S. trade agreement with a better mechanism for intellectual property protection and enforcement. Pr
2018-05-13 08:33:00 Sunday ET
Incoming New York Fed President John Williams suggests that it is about time to end forward guidance in order to stop holding the financial market's han