Another turn of the screw in Europe
The question of when major central banks will declare victory in their battles against inflation or, in the case of China, misallocation of credit...
alternative funds
Keeping the powder dry in early September
The first week of September saw EPFR-tracked Money Market Funds absorb over $65 billion as investors waited to see which way interest rate winds are...
Real pain for real estate on both sides of the Pacific
Although the third week of August ended with a stellar earnings report from Nvidia, maker of the graphic chips driving current artificial...
Cashing in and going on holiday
With the next US Federal Reserve and European Central Bank policy meetings still a month away and the 2Q23 earnings season beginning to wind down,...
Flows get several red stars in early August
Over $5 billion flowed into dedicated China Equity Funds during the first week of August as equity investors continue to pivot from Europe to Asia....