1330 Sixth Avenue
5th Floor
New York, NY 10019
(212) 257-4950
1130 Connecticut Avenue, NW
Suite 960
Washington, DC 20036
(202) 888-1150

Twitter Feed

Aneta Markowska highlights while lower rates are a big tailwind for housing it’s a modest one at best for consumption. Rates would have to drop significantly from here to cause another big refi cycle. #economics #rates #housing

While defense is expensive, Michael Kantrowitz believes it is worth paying that premium today as he expects growth to continue to slow into 2020. Regardless of valuation, defense stocks do best in exactly this type of backdrop. #stocks #growthslowing #defense

Jan Stuart lowered his 2019 crude oil forecast due to weaker demand and higher inventories. On the demand side, Q2 was the worst yet, as things did not improve with the June data. #oil #energy

Load More...