Carlos Asilis ( 10 of 10 )
By introducing noise, they hope the adjustment will be smoother.
By introducing noise, they hope the adjustment will be smoother.
The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more read more
The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.
Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.
Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed read more
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.
If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and read more
If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.
Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more
Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.
In that environment, it's only natural to expect the switch from labor into technology.
In that environment, it's only natural to expect the switch from labor into technology.
Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.
Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.
Whether retail money is going to rotate back into the market in a huge way is the key. My guess read more
Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.
It's not unexpected. We think it's a healthy move.
It's not unexpected. We think it's a healthy move.
