Tag: EM ex-China

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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