How The Latest Central Bank Meetings Are Affecting Markets by Alex Barrow, Macro Ops No surprises here… Both the Fed and BOJ did exactly what everyone expected them to. The BOJ is... Read More

Muslim Flight Denials Suggest Return to Legal Terrorist Profiling Many Recent Bans Add to Concern Over Use of Religion as One Factor The very carefully worded denial regarding why a Muslim... Read More

As negative rates are losing some of their initial appeal, the ECB's recent policy shift emphasis to TLTRO (Targeted Longer-term Refinancing Operations) with a sizable package will facilitate fixed-rate... Read More

The House Financial Services Committee is investigating the U.S. Federal Reserve’s own internal investigation into potential wrongdoing inside the powerful yet generally secretive agency, a point punctuated by Congressman... Read More

Matthews Asia Perspective: China Currency Devaluation Update by Matthews Asia What are the factors that prompted Chinese authorities to recently devalue the renminbi? Matthews Asia Portfolio Manager Teresa Kong, CFA,... Read More

John Burbank of Passport Capital can’t believe how the market is ignoring CF Industries Holdings. The man who shorted sub-prime debt leading up to the 2008 financial crisis is... Read More

Greg Sadler, Financials Credit Trader at CQS, sees opportunity in European banking complexity. CQS: Bank capital securities have less risk than reputation suggests Writing in the hedge fund’s CQS Strategy Perspectives... Read More

Brexit: What You Need To Know About Last Weekend's Deal With an agreement now agreed between the United Kingdom and the European Union, the date the UK will go to... Read More

Since 2008, value investing has underperformed growth investing for the longest period on record. As a result, at the end of August, value was trading at its widest valuation... Read More

Mediamodifier / Pixabay Famed short-seller Andrew Left and his firm Citron Research are now taking aim at Nigeria-based Jumia Technologies, which some refer to as Africa's Amazon. Unsurprisingly, the sell-side... Read More