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Posts By: Jay Pelosky

Jay: Podcast – EU Banks, Japan Inflation, Chinese Stocks

By - - Macro on February 24, 2017 1:41 PM 0 Follow-Ups
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I thought you might enjoy some easy listening this weekend in the form of a 15 min podcast I recently did for Behind The Markets hosted by Jeremy Schwartz of WisdomTree. The interview includes the five factors supporting European equity and especially EU banks; Japan’s likely return to inflation and its implications for corporate earnings […]

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Jay: 2017 Global Investment Outlook: America First?

By - - Macro on December 14, 2016 12:51 PM 0 Follow-Ups
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This post by Jay Pelosky (bio below) was written for Itau’s Global Connections, it covers in depth some of the main topics we’ve been debating on The Ticker District. ********   America First can mean many things. It can mean America is number one; it can mean put America first; it can mean America is […]

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Jay: Second-Half Forecast- Partly Sunny, Chance of Thunderstorms

By - - Market Sentiment on July 29, 2016 11:07 AM 0 Follow-Ups
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This post by Jay Pelosky (bio below) was written for Itau’s Global Connections on July 28th, 2016, it covers in depth some of the main topics we’ve been debating on The Ticker District. Risk markets have been on a tear notwithstanding Brexit and the continued markdown of global growth estimates. The risk allocation tug-of-war between […]

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