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  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Talking to Your Kids About the Deficit

    By David Ader 20 Jul 2018

    My son asked me the other day, a few weeks shy of his wedding I’ll proudly add, why the deficit as a result of the recent tax plan, was ‘bad’ if it raised the stock market.  How do you explain something so complicated to a mechanical engineer, smart, but focused on inventing stuff and whose main eye contact is with his feet?   I made it so simple even a member of Congress would get it.  I explained that I just wrote him a check for a hypothetical $1 mn, and asked what he would do with it.  He started a list of things -- ATV, snowmobile, chainsaw for starters -- to which I said, great, but you already owed $1 mn and have to pay off that debt, too, so now you owe $2 mn.  He furrowed his eyebrows a bit, thought for a moment, and asked if he’d already bought the ATV with the first million.  I said, no, he spent that on the dishwasher and A/C, which isn’t working, with a little bit to pay for college and a lot to pay for Grandma’s Social Security and Medicare.  “But she paid into Social Security!”  I advised, “Not as much as she’s getting.” Read more from David Ader's latest musings...

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    Now may be the time to start looking at GCC bonds more favourably

    20 Jul 2018

    We have already seen this year the boost to investor appetite for Saudi equities in the lead up to the Kingdom’s classification as an Emerging Market by the MSCI in June and prior to that, the FTSE Russell in March, thus joining the likes of Qatar and the UAE in previous years. The Tadawal All Share Index and the Saudi iShares MSCI ETF went on to carve out fresh multi-year and record highs last month, respectively, and are looking at healthy gains of circa 13.5% and almost 18% over the past year. There has also been a distinct upward trend in cumulative net inflows to Equity Funds with a mandate to invest in Saudi Arabia. Read more...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 16 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.16.18

    By Ryan Nauman 16 Jul 2018

    Earnings season hits full stride this week, with big names, Bank of America, BlackRock, Netflix, Johnson & Johnson, Alcoa, Morgan Stanley, and Microsoft, leading the charge. We will find out if the mixed results for financials continue; have the strong earnings for technology companies, in particular the FAANG stocks, continued; and how have the tariffs effected industrials, like Alcoa? Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Tariffs not a Negotiating Ploy

    By David Ader 13 Jul 2018

    I have to address those who think the tariffs are just part of a negotiating process that won’t be as ‘bad’ as threatened. Let me say at the onset that I’m aware of my proclivities towards pessimism and seeing the economy glass at, say, a 1.5-2% GDP trajectory for eternity. I try to work around that and probe for cavities in my arguments, but on this trade thing I’m coming up empty for the most part. I see tariffs as 1) hurting most US firms in a global economy, 2) creating a lot of uncertainty which will inhibit investment, 3) cause more job losses than job gains, 4) give us some inflation in the coming months that will, 5) encourage the Fed to hike, while 6) doing pretty much the same for trading counterparties and 7) leave the US as an entity, concept, leader in a disdained global position that will take years to unwind, if ever. And all that when we’re increasing the need for foreigners to buy our debt and reducing their ability to do so. Read more from David Ader's latest musings...

    Topic Industry News

  • Competitive Product Research

    Looking into the future: Card control trends

    By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 12 Jul 2018

    Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses card control trends, including card freezing, spending behavior tracking, virtual cards, tokenization, and temporary cards. Podcast #2 in an ongoing series.

    Topic Changing Rate Environment

  • Market Research Solutions, Competitive Product Research

    Fintech Lenders: Growing Their Market Share at Your Expense

    By Chad Watkins 10 Jul 2018

    Since bursting onto the scene a few years ago, Fintech lenders have gained market share so quickly that many banks and credit unions are still struggling to adjust to an industry that has quickly transformed itself to consumers.

    Topic Changing Rate Environment

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 09 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.09.18

    By Ryan Nauman 09 Jul 2018

    The initial $34 billion tariffs levied against Chinese goods kicked in on Friday. This is the first part of the $50 billion worth of tariffs President Trump announced in June, with the remaining $16 billion scheduled to take effect in two weeks. President Trump warned that the White House is willing to impose an additional $500 billion worth of tariffs on Chinese goods, depending on the response from China. Despite the official start to the trade tariffs between the U.S. and China, and a threat that there could be much more to come from President Trump, the major U.S. equity markets ended the week in the black. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    What Will Cause the Next Recession?

    By David Ader 06 Jul 2018

    I may be affected by the blistering humidity I’ve experienced from Lake Memphremagog to Westport. Canadian lakes should not accompany 98 degrees and a similar humidity reading; it’s Canada for goodness sake! In any event, it’s with this droopy mindset that I figured I’d jump the yield curve story and talk about what could cause a recession by 2020. I do want to pay homage to Ben Levisohn’s lead piece in Barron’s, “The Bull’s Last Stand,” for inspiration. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 02 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.02.18

    By Ryan Nauman 02 Jul 2018

    Is anyone else having difficulty keeping score of the back-and-forth trade talk? Or maybe I am just growing tired of all the rhetoric. Regardless, it is something that must be discussed, as markets have been swinging up and down based on the news, or in some cases, tweets. Markets have been range bound, as investors have taken a wait-and-see approach, which seems prudent, as uncertainty reigned the week prior to the initial U.S. and Chinese trade tariffs taking effect. The uncertainty was evident this week, due to conflicting statements from the White House regarding restricting Chinese investment in U.S. technology and intellectual property. The initial reports caused a sell-off in tech stocks, only to have techstocks rebound later in the week, as the tone from the White House softened. Recently, I wrote about the run technology was on, in part due to investors believing that technology was immune to the trade talk, well, that changed. This week we learned that no sectors are truly immune from the trade scuttlebutt. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • IGM FX and Rates

    Please find attached the IGM July 2018 Monthly Interest Rate Outlook

    By Marcus Dewsnap 29 Jun 2018

    July Edition of the IGM Monthly Interest Rate Outlook

  • Market Research Solutions, Competitive Product Research

    I Want to Be Popular!

    By Chad Watkins and Sue Hines 29 Jun 2018

    Everyone wants to become popular, so what will it take for termed certificate of deposit accounts to become popular again? Over the last two years the Federal Reserve has raised its target rate by 150 basis points, and it plans on making the same increase over the next two years. Because of this, the long-term savings rates offered by financial institutions have been going up, slowly, but going up nonetheless.

    Topic Changing Rate Environment

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Skipping Summer Doldrums This Year

    By David Ader 29 Jun 2018

    If I recall correctly, never an easy task, I concluded last week saying I was especially interested in the sentiment stuff coming out to see how the old trade-tariff excitement translated.  Well I suspect the best read has been provided by the stock market, which does not need much more commentary; for all the tax-cut brouhaha, the S&P 500 is right at the 50% mark of the year’s range (2700) and pretty much at last December’s highs.  A lot ventured yet nothing gained. Read more from David Ader's latest musings...

    Topic Industry News

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