News
NEWS: October 2017
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Oct 30 2017
U.S. Economy Grew at a 3% Rate
"Some people may think we are in the seventh or eighth inning of this expansion... there is no fundamental reason an economic expansion cannot last for 20 innings or longer." More
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Oct 19 2017
Profits Growth Slows with Economy
With P/E multiple expansion unlikely, the focus turns to profits growth. More
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Oct 18 2017
RBI's Monetary Policy Minutes
Minutes of the monetary policy committee meeting. More
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Oct 13 2017
Consensus Plays Catch Up to Our Global Growth Call
Last February we declared the global outlook to be the brightest since 2010. More
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Oct 06 2017
Don't Count on Ever-Growing Corporate Profit
Economic growth is about as good as it gets, and we're on the cusp of a fresh downturn. More
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