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JulyPer Stirling Capital Outlook – July 2018

One of the most important concepts in investing is that nominal macro-economic and company-specific data is only made relevant to investors when it is considered in contrast to what expectations existed for the data prior to its release. This is because securities are discounting mechanisms that are priced based upon what data is expected to […]
aluminumautomobilebalance sheet shrinkageCharles SchwabChinacorporate earningsearningsEuropean Central BankEuropean Union debt crisisexpectationsFed Chair PowellFederal ReserveFederal Reserve Beige Bookhigher dollarinflationmanufacturersNed Davis Researchrate hikesrestrictive monetary policyshare repurchasingsteelstimulative monetary policytariffstrade conflicttrade disruptionstrade flowstrade policiestrade warU.S. dollaruncertaintyyield curveyield curve inversion