While many commentators scratched their heads at the Fed’s latest summary of economic projections (SEP), the market took its cue from Chairman Powell’s suggestion the US economy can withstand a barrage of rate increases this year without negatively impacting growth. In addition to the SEP,…
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Known for its status as one of the top three US credit bureaus, Equifax is a global data analytics company with a goal of “helping people live their financial best.” The firm was founded in 1898 by two brothers, Cator and Guy Woolford. The former,…
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For more than 100 years, Belden has been a leader in designing and manufacturing the cables and wires connecting the infrastructure that controls our roads, buildings, factories, energy supplies and homes. Founded in 1902 by Joseph C. Belden in Chicago, Illinois, the firm’s first breakthrough…
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The Federal Reserve has all but cemented expectations for a 25bps rate hike next week. But, events have changed a lot in the last couple weeks that raise a faint hint that the Fed may not hike, despite elevated, persistent inflation. What makes us question…
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2022 has been a tough year so far for risk management. This appears to us related to the inflation problem the US is experiencing. As long as inflation persists, the ineffectiveness of duration will likely persist. We think inflation will persist and are thus broadening…
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Headquartered in Spring, Texas, with offices around the world, Hewlett Packard Enterprise helps businesses realize the power of their enterprise data. This means they engineer and sell all the computing tools, storage, software, and services to harness a company’s data from the cloud, as they…
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After President Biden’s speech, the consensus seemed to coalesce around the idea that the sanctions put forth were not as strong as they possibly could have been. Chiefly, due to a disagreement with Europe, Russia was allowed to remain in the SWIFT payment system—the system…
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Headquartered in Brisbane, Australia, TechnologyOne is Australia’s leading enterprise software company. The firm’s flagship product is an enterprise resource planning software platform called the SaaS platform–SaaS being short for “software as a service.” The benefit of SaaS is there is no hardware or software to…
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Seiko Epson makes printers and printing solutions for everywhere from the home to office to large industrial settings, projectors and smart glasses, manufacturing robots, sensors, powders and films for semiconductor and automotive factories, and, last but not least, classic Seiko watches. Founded in 1941 in…
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Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening to invade Ukraine. This is clearly roiling the oil markets and leading to ever higher prices. Have those prices gotten ahead of the fundamentals and technicals? US West Texas Intermediate oil prices tend to…
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