The next four weeks will be a major turning point for European investors. France is in the middle of what is arguably its most important election cycle since World War II.
The S&P 500 is poised for double-digit earnings growth in the first quarter.
Checking in on some “Trump trades.” The election outcome and resulting expectations for fiscal policy have caused several shifts in market leadership...
We expect a hard-fought battle between these factors and market risks, including a policy mistake from a government or central bank, trade protectionism, and geopolitics.
Last Thursday, March 9, 2017, the bull market celebrated its eighth birthday.