Elections in India are entering the home stretch, and it appears markets are pricing in a victory for the business-friendly ruling party.
Something is amiss, as macro asset classes are pricing a slower-growth, risk-averse environment ahead.
Key drivers of this 'just right' phase, and how to play it.
An agreement with Apple would mark a major change in strategy for Huawei.
Citigroup, the giant U.S. bank, is expected to report first-quarter earnings roughly equivalent to those from a year earlier, even after rival JPMorgan Chase posted a 5% increase. Citigroup CEO Michael Corbat, who this week announced major changes in his senior leadership team, is expected to provide commentary on how the bank is faring amid a slowdown in global economic growth.
The world's economies are expected to grow at 3.3% in 2019 after 4% peak in 2017.
Rob Isbitts says the powerful uptrend in global stocks is alive and well, but investors should be prepared for the possibility we are in the eye of the storm, and the lows of 2018 could yet be taken out.
The U.S. international trade deficit shrinks faster than expected in January, helping to alleviate concerns over President Donald Trump's economic policies after a surge in imports in December.