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Is The 60-40 Allocation Rule Dead?
The first shot fired was a report from Bank of America’s Jared Woodard and Derek Harris, who argued bonds no longer offer diversification.
Dollar, U.S. Assets Are Winning The Trade War
The U.S. is starting to overtake China in the trade war, at least in financial markets. Chinese shares, the yuan and bonds have suffered the most.
Hong Kong Raises Trade Talk Tension
Trump’s approval of the bill was not unexpected. Neither was the reaction from Beijing, given China’s adamant rejections of any commentary.
Global Markets Have Plenty Of Reasons For Gratitude
Thanksgiving is upon us. While the rest of the world carries on, the U.S. is about to shut down for a long weekend to eat and count its blessings.