Investors could get disappointed and market sentiment could quickly turn if President Donald Trump slows down on his current bout of policy execution, a former Federal Reserve governor told CNBC on Thursday. (cnbc.com)
In past issues of The Boeckh Investment Letter (subscription required), Tony and Rob Boeckh recommended using the current bout of stock - market weakness to rebalance toward equities. (canadianbusiness.com)
Bottom line: We see the current bout of reflation having a bigger impact boosting activity in China and EMs, helping the global reflation story play out for longer. (blackrockblog.com)