The week ahead will help shape the investment climate for the remainder of the year. The highlights include three central bank meetings (Federal Reserve, Bank of Japan, and the Bank of Canada). Among the high-frequency data, the US and the eurozone report the first estimates of Q3 GDP, and the US October jobs data and …
Fed’s Mid-Course Correction to be Challenged while ECB Resumes Bond Purchases Read More »
Overview: Since the presidential tweets on May 3, the US had the initiative in the negotiations with China, but today, China has pushed back. It is cool to the idea promoted by the US that trade talks will resume shortly. Now it may take the Trump-Xi meeting at the end of next month to restart …
Charles Wilson, former CEO of General Motors before becoming Defense Secretary under President Eisenhower, once famously quipped that “what is good for the country is good for GM and vice versa.” While the veracity of that claim has been challenged, the fact of the matter is that since the Great Financial Crisis, the auto sector …
US Auto Sector and Broader Thoughts on the US Labor Market Read More »