Asset Managers Highlights
In China, government policies, rather than GDP numbers, tell us most about markets   
(Friday - February 15, 2019)
Source: South China Morning Post - Crosscurrents is also an apt descriptor for what is happening within the Chinese economy. On the one hand, the government aims to support the economy. On the other hand, the importance of controlling systemic risks limits the use...
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German economy narrowly avoids recession   
(Friday - February 15, 2019)
Source: BBC - Europe's largest economy registered zero growth during the fourth quarter of 2018, the country's Federal Statistics Office said.
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Coke says global slowdown will be a drag on 2019. Stock has worst day in 10 years   
(Friday - February 15, 2019)
Source: CNN - New York - Coca-Cola issued a disappointing forecast of 4% growth in 2019 due to the global economic slowdown, a strong dollar and political uncertainty.
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Best and worst mortgage rates for homebuyers, by state   
(Friday - February 15, 2019)
Source: Fox Business - U.S. homebuyers are facing affordability Opens a New Window. challenges as home prices continue rising, however everything from mortgage Opens a New Window. rate terms to average down payments can vary markedly from state to...
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Chipotle CEO on the company's dramatic turnaround - video   
(Friday - February 15, 2019)
Source: CNN/YouTube - CNN's Christine Romans sits down with Chipotle's CEO to discuss the chain's turnaround, its soaring stock price, and what the future of its restaurants looks like.
[more] 
Retail sales were so bad, it's either suspect data or a recession warning   
(Friday - February 15, 2019)
Source: CNBC - The sudden and unexpected plunge in December's retail sales data raised new concerns about a recession, but economists also say the biggest drop in nine years clashes with other data and may be suspect.
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The former Apple lawyer who was supposed to keep employees from insider trading has been charged with insider trading   
(Thursday - February 14, 2019)
Source: CNBC - Gene Levoff, senior director of corporate law and corporate secretary until September, "traded on material nonpublic information about Apple's earnings three times during 2015 and 2016," according to the lawsuit filed Wednesday...
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General Electric's Shake-Up Will Add Value   
(Thursday - February 14, 2019)
Source: Seeking Alpha - Change can be a great thing, especially when that change involves a struggling conglomerate very much in need of a way to do things differently than it had in the past.
[more] 
The Fallout Of Activision Blizzard’s Massive Layoffs   
(Thursday - February 14, 2019)
Source: Kotaku - Yesterday, at the exact moment Activision Blizzard chief executive officer Bobby Kotick hopped on a quarterly earnings call to inform shareholders that his company had just gone through a “record year,” employees across the...
[more] 
Dow rallies more than 350 points on tentative deal to avoid government shutdown, trade hopes   
(Wednesday - February 13, 2019)
Source: CNBC - Stocks rose on Tuesday amid news that U.S. lawmakers had secured a tentative deal on border security funding. Improved prospects for a U.S.-China trade deal also boosted equities
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