Inflation, a Key to Markets and Asset Prices, Should Remain in Check
While indexes finally should rise above 2%, structural forces should keep it low.
Market Drilldown
South Korea’s Resilience and Economic Strength Key to Possible Accord on the Peninsula
How one of the world’s poorest countries became a powerhouse—and may become wealthier still as a peace broker.
Why China’s Growing Middle Class Is a Boon for US Companies
Despite tariff confrontations, there’s a growing market for American goods and services in the People’s Republic.
Washington Worry:
China’s Appetite for Buying US Companies
Trump administration nixes eight deals, looks for new ways to prevent tech heists.
Who Are the Hedge Fund Winners and Losers?
Of the four major hedge strategies, long-short funds have been the champs.
An iffy stock market may change that.
An iffy stock market may change that.
Rocky Road Ahead for China’s $1 Trillion Overseas Building Plan
Though it steals the geopolitical spotlight, commercial viability and finance doubts dog its One Belt, One Road infrastructure venture.
Share Buybacks Are the Biggest Likely Destination for Tax Savings
Companies like to reward shareholders, and repurchasing stock has long been the most popular method.
The Real Trade War Is with China
Three scenarios for a US confrontation with the Chinese export powerhouse.
Industry Sectors Getting the Best Earnings Bump from the Tax Cuts
Those that paid high taxes in the past like telecom will benefit. Industries like pharma, with a low tax history, not so much.
Will Tax Cuts Boost Jobs and Pay Despite Headwinds?
Stimulus from the new law must contend with workforce reducers like M&A, demography, and tech.
How Emerging Markets Got Their Mojo Back Once Again
Clobbered by the 2015-16 commodities bust, they once again are investor darlings.
How Stock Price Volatility Broke All the Rules
Because of the market torpor, the VIX had a spasm once the S&P 500 dropped hard.
How Much Overseas Corporate Cash Is There Anyway?
A lot of numbers are flying around, but maybe less than you've heard will come home.
First-Time PE Funds Out-Fundraised by Established Players in 2017
In a record capital-raising year for private equity, new funds were a quarter of the vehicles closed, but raised just 6% of the total in 2017.
Is Higher Inflation Coming? Hedge Fund Star Griffin Makes a Case
Fear of inflation-inspired Fed rate hikes has touched off the February stock rout. The Citadel boss thinks worse lies ahead.