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transportation Transport sector could be speeding up
It’s been a bumpy road for U.S. manufacturing but there are early signs of improvement, and trucks, rails and even parcel carriers will eventually see swifter movement.
Ken Hoexter
Senior Research Analyst
Listen to Global Research UnlockedTM Podcast
Interest rate path is a winding two-way street
We now expect a higher range for 10Y rates but there are a number of headwinds to a move back up to 5%.
Featured Guest
Mark Cabana, Head of U.S. Rates Strategy
Strong backdrop for gold but sharp rally suggests a pause
We discuss the compelling medium-term backdrop, the shorter-term risks and implications for gold equities.
Featured Guests
Jared Woodard, Head of the Research Investment Committee
Lawson Winder, North America Metals and Mining Analyst
Rising insurance prices becoming as dependable as active storm seasons
Insurance costs should continue to rise in high-risk areas as state-backed policies to the private sector are likely to cost consumers more.
Featured Guest
Josh Shanker, Senior U.S. Insurance Analyst
Pleasant views from the Global Real Estate conference
REIT stocks have been great performers recently but rate cuts could usher in more transactions and other positives.
Featured Guest
Jeffrey Spector, Head of U.S. REIT Research
Bucket list checked, consumers back to viewing travel as discretionary
A strong value proposition has led travelers to "re-find" Las Vegas. Cruise demand has also been bolstered by compelling value.
Featured Guests
Shaun C. Kelley, Senior Gaming, Lodging & Leisure Analyst
Andrew Didora, Senior U.S. Airlines & Cruise Lines Analyst