Hans Parisis

Dec 2, 2019
I believe the U.S. isn't, for the size of its economy, a noted manufacturer. It does still make things that export very well (like for example intellectual property and Treasury bonds), but the manufacturing sector is of declining importance to the overall U.S. economy.

Nov 25, 2019
So far and notwithstanding all the comments and “wishes” about a weaker dollar that are out there, I still favor the U.S. dollar as preferred currency for short to median term investments in developed as well as in emerging markets (EM).

Nov 18, 2019
This is a reminder to investors who often have a trusting, if not somewhat naïve faith, that economic data are accurate.

Nov 11, 2019
The prolonged nature of the U.S.–China negotiations is raising hopes of a broader deal being done.

Nov 4, 2019
Investors could do well not getting distracted too much by all the “impeachment noise.”

Oct 28, 2019
Trump Impeachment Is ‘Noise’ Investors Should Ignore

Oct 21, 2019
As long as all these “uncertainties” about various global issues linger, I think it’s still too early to go underweight in, for example, safe haven currencies like the U.S. dollar, the Japanese yen and the Swiss franc.

Oct 14, 2019
Even if one takes an optimistic view and assumes a further trade agreement can be reached, the economic gains for the United States from any further trade agreements are likely to be limited.

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