208c8b54-5ee3-4031-9c78-d172910b37c2

Greetings,   First, a quick administrative note. When possible/appropriate, we provide a link to further reading on the subject. Sources (listed below each chart) that are underlined represent links. Also, we often show the Twitter handle for references, which is a unique identifier that makes it easier for readers to learn more about each source.

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55152924-3ae4-476e-b16e-2f0b2f1a1ee1

Greetings, We begin with the United States where wholesale inventories posted the biggest gain in 10 months. Goldman’s economists raised their Q2 US GDP forecast to 3.2% in response to the higher than expected inventories build. Source: Goldman Sachs This 3.2% GDP growth forecast is inconsistent with the latest Markit PMI report (discussed a couple of

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mer

A few weeks ago, I attended an interesting and informative event on women and investing. One of the sessions was focused on how to increase gender parity within the investment industry. The discussion eventually coalesced around five key drivers of diversity in investments: Pipeline, Parenting, Presence, Pay and Promotion.  

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