U.S. equities
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Why rising interest rates are good for banks
Rising short-term rates are widening the spread between banks' deposit costs and loan yields, bolstering earnings across the banking industry.
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Six reasons why we're bullish on U.S. bank stocks
U.S. banking stocks are supported by cyclical and secular tailwinds. Here's why the industry may still have room to run.
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Where are we in the global economic cycle?
By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures.
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Deregulation and the coming boom in regional bank M&A
A decade after the financial crisis, banks are finally seeing some light at the end of the regulatory tunnel. We explore the resulting opportunities.
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While retail is disrupted, distributors carry on
The market is filled with middlemen whose days may be numbered, thanks to e-commerce. We discuss the key targets and the limits of e-commerce disruption.
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Stocks may have to wait until the geopolitical fog clears
First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait.
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Value equity update: unique opportunities, unique concerns
In today's turbulent market, value opportunities may be proliferating.
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Don't lose sleep over tariffs and trade wars
Despite concerns over protectionist trade policy, a healthy consumer, housing market, and financial system could trump the effects of tariffs and trade tensions.
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General Electric: a contrarian view
Although it's out of favor with investors today, the stock of General Electric could eventually stage a comeback. Hear a contrarian view.
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Goodbye Goldilocks: drivers of today's volatility signal the potential for deeper change
The market's recent volatility has been painful, but it's only worrying if it portends more fundamental changes. With an eye on downside risks, we assess whether volatility may be here to stay.
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