Commentary

Here’s Why the US May Have a Housing Boom for the Next 5 Years

The United States is just at the beginning of a housing boom that could last for the next five years.

Commentary

Inflation Is Starting to Weigh on Consumer Confidence and Spending

This week US CPI inflation for June rose at a stunning 0.9% MoM, or 11% annualized, placing it among the highest sequential inflation readings in the past 40 years.

Commentary

Spotlight Pandora: Charming the World with Jewelry Innovations

Known globally for its charm bracelets, Pandora is the world’s largest jewelry brand.

Commentary

Payroll Report Gives Little Ammo to Fed Hawks

The ever-important payroll report came in ahead of expectations for June, but will ultimately do little to sway policy in toward the hawkish faction of the Federal Reserve Board.

Commentary

Spotlight Associated British Foods: Organizational Capital at Work Feeding Britons

Headquartered in London, UK, Associated British Foods is a diversified food ingredients and retail group and owner of the global brands Twinings, Ovaltine and Mazola.

Commentary

Here’s Why the Yield Curve is Likely to Re-steepen, and What that Means for Stocks

Last week the 10-year to 2-year US Treasury yield curve spread narrowed from 133bps to 119bps in just three trading days.

Commentary

Employment Miss Likely to Keep Fed Patient, And Support the Cyclical Trade

For the second month in a row, the US payroll employment report has come in below expectations.

Commentary

Spotlight Solvay: Chemical Progress Through Science and Humanity

During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress.

Commentary

Spotlight Dometic: Cooling, Heating, Eating & Drinking On the Go Since 1922

Based in Stockholm, Sweden, Dometic makes accessories for mobile living, including in RVs, boats, campers and outdoor life.

Commentary

Breaking Down the Employment Report and the Market’s Reaction

Today the US employment report for April was released and it took the markets by surprise. Estimates were for net job gains of 1 million. Instead, the US economy added 218K private sector jobs. This compares to 708K private sector jobs in March. 

Commentary

Why Rates Could Still Drift Lower, But Will Ultimately Go Higher

10 year Treasury rates peaked at the end of March at 1.74% after having risen from low of just 0.56% back in the summer of 2020. Now, the rate stands at 1.57% even as economic data continues to come in smoking hot and policy remains incredibly accommodative.

Commentary

Reflation and Rotation

This is our Q1 2021 slide presentation of our quarterly strategy report.

Commentary

Spotlight LVMH: Bernard Arnault’s Luxury Empire

LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group.

Commentary

Spotlight DeNA: Embracing the User’s Point of View

Pronounced “D-N-A,” this Knowledge Leader was founded in 1999 by three Tokyo entrepreneurs seeking to establish an online auction site.

Commentary

Spotlight BHP: Embracing Technology to Clean Up Mining

Headquartered in Melbourne, Australia, BHP is the world’s No. 1 mining company.