Commercial Real Estate Executives Cautiously Optimistic
“The Trump administration and a new Congress are aiming to unshackle the economy by focusing on growth-oriented policies,” the Real Estate Roundtable’s CEO says.
‘Major Risks Are Looming’ for US Economy: Merrill’s Ethan Harris
The chief global economist of Bank of America Merrill Lynch is concerned about potential changes in U.S. tax and trade policies.
Low Volatility Could Mean ‘More Extreme’ Stock Pullback: Schwab’s Aguilar
"The market has run up too quickly, too fast," and investors need to start seeing evidence of real growth, Schwab equity CIO Omar Aguilar says.
Debating Whether Dodd-Frank Is Worth Saving
Is Dodd-Frank an over-regulating recovery killer, or a necessary solution to avoiding future financial crises?
Trump Is Repeating Obama's Rookie Mistakes
Like Obama with the ACA, out of the gate Trump is focusing on the wrong issue when he should be pushing tax reform.
DOL Wins Fiduciary Rule Case in Texas
Congress "gave the DOL broad discretion" to protect retirement investors, the decision says.
Emerging Market Investors’ Sentiment Improves From 2015: Survey
Investors generally have a neutral outlook toward emerging markets for the coming year, according to Columbia Threadneedle.
Trump Wants to Invest in Infrastructure, and Professional Investors Are Ready
“Everybody’s been waiting for America to fix its infrastructure,” Richard Elmslie of RARE Infrastructure said.
Bill Gross: Investors Must Embrace QE’s ‘Financial Methadone’
ECB and BOJ pulling support would sink markets, the Janus bond manager writes.
The January Jobs Report’s Messages and Implications
One implication: The data suggests the Fed likely won’t be raising rates in the short term.