The Continuous Resizing Of The Global Economy

 July 31, 2020 |Michael Capobianco
After the shock of a sharp Q2 contraction in U.S. GDP, signs point to a prolonged COVID-19 convalescence for the world’s largest economy. Meanwhile, prospects for other economies appear mixed. The U.S. economy’s Q2 COVID-19 crash was about as bad as economists...
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U.S. Presidential Election: Where The Focus Should Be

 July 17, 2020 |Michael Capobianco
While the occupant of the Oval Office dominates the American stage, when it comes to influence on financial markets, the reality is that the president is less a lead player and more a member of a chorus. Don’t let the roar of the media’s election coverage...
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Corporate Earnings Erosion: Is The Worst Behind Us ?

 July 10, 2020 |Michael Capobianco
Companies are opening up their books on Q2 and it’s going to be a grim quarter. This shouldn’t be a surprise to anyone. At this point, investors should widen their range of vision and not focus on near term economic data earnings estimates. If one were...
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