Archive for the ‘Economic Forecast’ Category

The Economy under President Trump

March 2, 2016


Chidem Kurdas

What policies will Trump pursue if he were to win the general election? (more…)


BlackRock Sees Rising Rate Advantage

July 15, 2015

Chidem Kurdas

Chattering about the effects of the expected (more…)

Few Tech Picks amid Bubble Talk

November 20, 2013

Chidem Kurdas

It’s like the dog that didn’t bark in (more…)

Blackstone Sanguine on Fed Policy

July 22, 2013

Chidem Kurdas

The message from Blackstone group is notably upbeat. (more…)

Taper Time Tactics

July 17, 2013

Chidem Kurdas

No cold turkey, Ben Bernanke promises. The idea is to gently withdraw (more…)

Converts Cheered in Dichotomy

December 14, 2012

Chidem Kurdas

Weak economic recovery; strong financial markets. This dichotomy (more…)

The Big Hedge

December 6, 2012

Chidem Kurdas

Two opposed macro views have yet to be reconciled.  Many investors tend to go (more…)

JP Morgan Highbridge Housing Bet

October 16, 2012

Chidem Kurdas

Will JP Morgan’s $26 billion hedge fund business Highbridge Capital (more…)

Will Funds Return to Europe?

June 29, 2012

Chidem Kurdas

In a way it’s a chicken-and-egg story. Fund managers (more…)

Oil Cool, Precious Metals Hot

March 22, 2012

Chidem Kurdas

Barclays forecasts high but stable-to-slightly-lower oil prices in the next quarter, assuming the Iran nuclear stand-off does not get worse. The reversal of the rising price trend could mean losses (more…)