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Featured AlphaTack Intel Article
Get Ready for Double Whammy of US Jobs and Inflation
Investors and policymakers are gearing up for a busy week of US economic reports that includes arguably the two most consequential data snapshots — employment and inflation. The January jobs report on Wednesday and the consumer price index, due Friday, are unusually...
– AlphaTack Intel Articles –
What the Collapse of the Ruling Coalition Means for Japan
Japan’s political landscape has entered uncharted territory. The ruling Liberal Democratic Party has lost its coalition partner, Komeito, ending a 26-year alliance that had helped anchor Japan’s government and ensured stability for much of the past quarter century....
Norway on Edge Over Trump Ahead of Nobel Peace Prize Verdict
Norway is bracing for the aftermath of the Nobel Peace Prize announcement on Friday as the Nordic nation has faced increasing pressure from Donald Trump and his administration to award it to the US leader. Trump’s aggressive push to secure the prize, including public...
Man Group Calls for Rotation Away From US Stocks to Global Peers
Investors should position themselves for deepening underperformance of the US stock market due to dollar weakness and elevated Treasury yields, according to Man Group. “We are seeing the erosion of the US as a safe haven,” said Kristina Hooper, chief market strategist...
US Treasuries Risk Losing Haven Status, Pension Official Says
US Treasury bonds are at risk of losing their haven status should US fiscal stress continue to build, according to Canada Pension Plan Investment Board. “We worry that if the fiscal scenario continues for a period of time” the Treasury market could stop being a...
Texas Pension to Spend Up to $15 Billion on Private Market Bets
Texas Municipal Retirement System plans to commit as much as $15 billion over the next five years to a program that will allow it to invest directly in private markets transactions alongside its external fund managers. The $44 billion pension will commit between $10...
‘Very speculative, very frothy, very greedy’: Wall Street says stock market’s rise to records poses risks
Stocks are sitting at record highs, but some Wall Street strategists say that very optimism could be a warning sign. In a note to clients on Monday, Citi strategist Chris Montagu said buying activity has been strongest among smaller companies, with the Russell 2000...