Monthly Archives: November 2015

The nifty nine – FT

John Authers reports on a worryingly narrow US stock market. Nine stocks are up 60 per cent between them, even as the overall market is flat. For more video content from the Financial Times, visit http://www.FT.com/video (click https://www.youtube.com/embed/kjUwAiBRjXU” target=”_blank”>here if … Continue reading

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Daily Risk Monitor – November 20

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US Sector ETF Performance – November 20

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Mega caps the force reawakens – FT

A small group of giant companies now dominate US stock market returns, as investors resign themselves to higher rates from the Federal Reserve next month. John Authers reports. For more video content from the Financial Times, visit http://www.FT.com/video (click here … Continue reading

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Daily Risk Monitor – November 13

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US Sector ETF Performance – November 13

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Is stagnation destiny? – FT

Stag is a certainty, either in the form of stagflation or stagnation, according to UBS’s Lutfey Siddiqi. He tells John Authers why and also explains that technology may not help avoid this gloomy outlook and could even make it worse. … Continue reading

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Daily Risk Monitor – November 6

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US Sector ETF Performance – November 6

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Payroll Friday – FT

John Authers explains why surprising US employment data have left the market pricing a rate rise next month as a virtual certainty. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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