Leading thinking

 

News

E.g., 2014-11-01
E.g., 2014-11-01
HPS Analysis
October 31, 2014

President Rousseff wins re-election in Brazil.

HPS Analysis
October 20, 2014

With two quarters of negative growth, Brazil is officially in a recession, which explains some of the dramatic drop in economic sentiment.

HPS Analysis
October 15, 2014

Some journalists point to the amount of cash U.S. companies have parked abroad comparing it to the paltry amount they have here in the U.S. Others report that companies simply don't want to invest in America. But actually looking at the details of cash and investment reveals a different picture. 

Fratto On CNBC
October 13, 2014
Fratto On CNBC
September 24, 2014
Fratto On CNBC
September 12, 2014