Categories
- All
- ETF Education
- New Rate Regime
- Quality for Volatility
- India
- Japan
- Artificial Intelligence
- Fixed Income
- Megatrends
- Emerging Markets
- Quality Dividend Growth
- Digital Assets
- Model Portfolios
- BTM Podcast Series
- Advisor Solutions Series
- Women in Asset Management Series
- Index Rebalance Series
- Currency Hedged Equity
Earnings season never really ends, and listening closely can be powerful for uncovering both positive and negative trends. Samuel Rines exhibits a positive outlook for the U.S. consumer based on the performance of companies like Costco, Ross Stores and Constellation Brands.
Read the article
For the past 30 years, inflation has been a non-issue for consumers, but the dynamic has changed. Against this backdrop, Samuel Rines explores the impact of rising inflation on consumer sentiment and the potential impact of recent announcements of price cuts by major retailers.
Read the article
For the better part of the last 50 years, the U.S. dollar has remained king of currencies with no apparent successor. Samuel Rines delves into the preconditions necessary for any viable alternative currency to emerge on top and explores the significant role that sanctions play in shaping the global financial system.
Read the article
The FOMC is always data-dependent, but the dependency is not always the same. Samuel Rines discusses the shift in focus of the Federal Open Market Committee, from the labor market to inflation, and the implications of this change in their policy framework.
Read the article
Sometimes, earnings season provides clarity to the economic outlook; sometimes, it does not. This earnings season is a bit of both. Samuel Rines reviews a few companies’ earnings reports and emphasizes the importance of understanding U.S. consumers.
Read the article
Earnings season has only just begun, but there are already a few meaningful themes beginning to emerge. Samuel Rines walks through a few companies' earnings reports and what they mean for the economy.
Read the article
