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Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
Border Tax: Should We Anticipate a Backdoor Gasoline Tax?
How might the new administration make good on its promise of a lower corporate tax rate? The House has proposed[…]
Are China’s Pork Pains Inflated?
Pork prices in China are up 70% year over year. But they may be distracting from a more concerning story[…]
A Trump White House: Potential Impact on US Banks
Donald Trump’s presidential victory may have a mildly positive impact on US banks.
A Trump White House: Potential Impact on the Biopharmaceutical Industry
During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax[…]
A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
Q&A: What You Should Know About China’s 19th Communist Party Congress
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some[…]
China: Currency Manipulator or Misunderstood?
The CNY has been weakening against the US dollar. But a weaker CNY doesn’t necessarily mean China is purposely devaluing[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
Subprime Auto ABS: Focus on Fundamentals, Not Fear
The subprime consumer sector has come a long way since the dark days of the financial crisis. Borrowers, lenders and[…]
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