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21 Total results for product and free and sample content found

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

What Supply and Demand Data Tells Us About Where Value in the Tech Sector Really Lies & Why

By Charles Biderman, Informa, TrimTabs 23 Jun 2017

Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting the value stocks in the tech sector are those creating their own demand while growing free cash flow.

EPFR, IGM Credit, IGM FX and Rates, Competiti...

Curve Flattening Implies Market at Odds With Fed Optimism

By David Ader, Chief Macro Strategist for Informa Financial Intelligence 16 Jun 2017

In the week just passed, the bond market’s theme was of a flattening yield curve as the Fed delivered what glibly could be called a ‘hawkish’ hike while some key economic indicators like CPI and Retail Sales fell well short of expectations. For context, 2s reached new yield highs as the Fed adhered to its projections for more hikes, i.e. the dot plot, while 10s slipped to new yield lows last seen two days after the Presidential election and filling a gap left from that day. Read more from David Ader's latest musings.

Topic Changing Rate Environment

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

U.S. Stock Prices Might Be Facing Short Term Headwinds, But to Keep Chugging Higher Medium Term

By Charles Biderman, Informa, TrimTabs 16 Jun 2017

Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices might be facing short term headwinds, but will keep chugging higher medium term.

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

June Monthly Interest Rate Outlook

By David Ader 05 Jun 2017

When it comes to rate hikes, Chief Macro Strategist David Ader believes the Federal Reserve has made the switch from being data-dependent to forecast-dependent, and looks set to pull the trigger again this month. And market expectations, which are running close to 100% for another 0.25% increase, are supported by seasonal patterns. Read more from Informa Global Markets by clicking the button below.

Topic Changing Rate Environment US Presidential Election Global Investment Flows

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

U.S. Stock Prices Likely to Keep Chugging in Short Term

By Charles Biderman, Informa, TrimTabs 30 May 2017

Charles Biderman, Informa TrimTabs, presents his analysis of current supply and demand data, suggesting U.S. stock prices are likely to keep rising over the near term.

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

A June Hike is Well Priced in, Balance Sheet Redux Coming Soon

By David Ader 26 May 2017

In the week just passed the bond market gotten a respite from the ongoing tumult between the Trump Administration and, well, just about everyone else. It was a diplomatic trip for the President and a vacation for the rest of us. Call it a hiatus until his budget proposals are reworked, and in all likelihood dramatically so, and the investigations get underway. Read more from David Ader's latest musings.

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

What Supply and Demand Data Tells Us About Today's Stock Market

By Charles Biderman, Informa, TrimTabs 22 May 2017

Are economic observers falling into the same trap as pollsters and pundits did pre-election and underestimating the Trump administration’s appeal – assuming he stays in office, of course?

EPFR, IGM Credit, IGM FX and Rates, WealthMan...

“Furor Puts the GOP Agenda at Risk”, Treasuries Eye Fed, D.C.

By David Ader 19 May 2017

Turmoil in Washington puts Trump’s fiscal ambitions in doubt; Treasuries rally on FTQ, low inflation continuum; Fed holds to more hawkish bias, helps flatten curve; Foreign buying picks up, not sure if a blip or a trend; Treasuries enter longest bullish phase of year. Read more from David Ader's latest musings.