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Stéphane Renevier, CFA

Weekly Brief

macroeconomics

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Daniel Johnston

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federal reserve

Russell Burns

Paul Allison, CFA

Reda Farran, CFA

federal reserve

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Theodora Lee Joseph, CFA

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Stéphane Renevier, CFA

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Bear Market

Your Daily Brief For November 29th

Fast-fashion online retailer Shein made another attempt to go public, while social media platform Reddit got potential investors talking

Robeco Is Keeping It Real. (Real Bearish)

Things didn’t end up being as gloomy as the Dutch fund’s experts predicted in their 2023 outlook. But that’s not cheered them up any. Russell takes a look at the 2024 forecast.

Your Daily Brief For November 22nd

Lowe's posted quarterly results that signaled the end of resilient spending, while the S&P 500 dusted off its latest “disaster” in record time

The S&P 500 Dug Deep To Climb Out Of A Hole In Record Time

The S&P 500 dusted off its latest "disaster" in record time

The Crash In Long-Term Treasuries Has Reached Dot-Com Proportions

They’re considered to be one of the world’s safest assets, but they do come with risk.

US Auto Workers Have Reached Braking Point

An upcoming strike by US auto workers could do a whole lot of damage

How To Use ChatGPT To Turn The Things You Read Into An Investing Masterclass

The popular AI chatbot can do a lot of things, including making you financially smarter. Stéphane shows you how to use it to get more out of every article you read.

The US Economy Just May Sail Out Of The Inflation Storm

The US economy looks more and more likely to avoid a recession.

Five Things You Won’t Find In My Portfolio

What you exclude from your investment mix can be as important as what you include. So Theodora’s sharing her no-go list, to help you think through your own.

America’s Adding More Jobs Than Expected, On Repeat

US jobs data came in ahead of expectations

Your Daily Brief For November 29th

Fast-fashion online retailer Shein made another attempt to go public, while social media platform Reddit got potential investors talking

Robeco Is Keeping It Real. (Real Bearish)

Things didn’t end up being as gloomy as the Dutch fund’s experts predicted in their 2023 outlook. But that’s not cheered them up any. Russell takes a look at the 2024 forecast.

Your Daily Brief For November 22nd

Lowe's posted quarterly results that signaled the end of resilient spending, while the S&P 500 dusted off its latest “disaster” in record time

The S&P 500 Dug Deep To Climb Out Of A Hole In Record Time

The S&P 500 dusted off its latest "disaster" in record time

The Crash In Long-Term Treasuries Has Reached Dot-Com Proportions

They’re considered to be one of the world’s safest assets, but they do come with risk.

US Auto Workers Have Reached Braking Point

An upcoming strike by US auto workers could do a whole lot of damage

How To Use ChatGPT To Turn The Things You Read Into An Investing Masterclass

The popular AI chatbot can do a lot of things, including making you financially smarter. Stéphane shows you how to use it to get more out of every article you read.

The US Economy Just May Sail Out Of The Inflation Storm

The US economy looks more and more likely to avoid a recession.

Five Things You Won’t Find In My Portfolio

What you exclude from your investment mix can be as important as what you include. So Theodora’s sharing her no-go list, to help you think through your own.

America’s Adding More Jobs Than Expected, On Repeat

US jobs data came in ahead of expectations

Your Daily Brief For November 29th

Fast-fashion online retailer Shein made another attempt to go public, while social media platform Reddit got potential investors talking

Robeco Is Keeping It Real. (Real Bearish)

Things didn’t end up being as gloomy as the Dutch fund’s experts predicted in their 2023 outlook. But that’s not cheered them up any. Russell takes a look at the 2024 forecast.

Your Daily Brief For November 22nd

Lowe's posted quarterly results that signaled the end of resilient spending, while the S&P 500 dusted off its latest “disaster” in record time

The S&P 500 Dug Deep To Climb Out Of A Hole In Record Time

The S&P 500 dusted off its latest "disaster" in record time

The Crash In Long-Term Treasuries Has Reached Dot-Com Proportions

They’re considered to be one of the world’s safest assets, but they do come with risk.

US Auto Workers Have Reached Braking Point

An upcoming strike by US auto workers could do a whole lot of damage

How To Use ChatGPT To Turn The Things You Read Into An Investing Masterclass

The popular AI chatbot can do a lot of things, including making you financially smarter. Stéphane shows you how to use it to get more out of every article you read.

The US Economy Just May Sail Out Of The Inflation Storm

The US economy looks more and more likely to avoid a recession.

Five Things You Won’t Find In My Portfolio

What you exclude from your investment mix can be as important as what you include. So Theodora’s sharing her no-go list, to help you think through your own.

America’s Adding More Jobs Than Expected, On Repeat

US jobs data came in ahead of expectations