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Europe's carbon-pricing scheme is going from strength to strength, increasingly impacting countries with less stringent carbon policies too. Investors should pay attention.
By: David Bianco
Very strong first-quarter EPS results: 200 U.S. dollars annualized S&P 500 EPS power
The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.
By: Stefan Kreuzkamp
April was a pleasant month for most investors.
What will happen to central-bank purchases and currencies as the Covid crisis recedes? Canada offers some early clues.
Bond buyers beware of a stimulus-industrial complex
By: Darwei Kung
Oil remains supported
The energy sector is investing less and finding it harder to raise funds. That means sustainably lower oil prices are unlikely this decade.
By: Christian Scherrmann
Inflation and the economy on the move
Infrastructure programs are economically necessary but often politically sensitive. President Biden may have hit the right time and tone and appears to be using rivalry with China as a lever.
The first quarter was propelled by rising growth expectations and bond yields, as well as by a rotation into cyclical stocks.
First-quarter S&P 500 EPS will likely beat estimates: Market priced for 10% or more
It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.
By: Martin Moryson
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Oil takes a break after dizzying heights