Day: 5 June 2020

Protests Complicate FOMC Statement Amid Recovery

After the May employment report showed slight improvement after the overwhelmingly negative April report, the attention in the week ahead turns to the monthly US inflation reports and Wednesday’s FOMC meeting, as well as the first look at June consumer confidence. The FOMC meets Tuesday and Wednesday at a time that is both the same […]

US May Payrolls Rise, Unemployment Rate 13.3%

The May employment report showed further impact of the COVID-19 shutdown, but there was no question that the surprisingly positive data point to a turning point after weak March and April readings. There will not be a significant improvement in the employment situation until more businesses reopen, but there should be additional positive signs in […]

Can Esoteric Strategies Add Value to Your Portfolio?

In today’s environment of low interest rates, extreme market volatility, and declining liquidity, where can investors look for more unique investment ideas? Which strategies could prove complementary to your portfolio? Moderator Chris Solarz, managing director at Cliffwater, was joined by Neal Berger, president at Eagle’s View Asset Management; James Koutoulas, CEO of Typhon Capital Management; […]

USTR Lighthizer Casts China Relationship in Rosy Hues

President Trump’s top trade negotiator Thursday cast US-China relations, at least in his sphere, in unexpectedly positive terms and called reports of a setback in purchases of US soybeans perhaps the result of “disinformation.” US Trade Representative Bob Lighthizer acknowledged the relationship with China is “complicated,” not only by all the contentious issues, from cybersecurity […]