At Business Insider, we read a lot of investment research and market commentaries, and we talk with a lot of analysts and economists.
Of course, the best insights always come from the people who really know their stuff – and that knowledge and experience typically lends to a unique perspective that is hard to find anywhere else.
We've compiled a list of the analysts, economists, and managers we consider to be some of the smartest people in finance – the "must reads," if you will – and what they are saying now.
David Woo, BofA Merrill Lynch
Where He Works:
BofA Merrill Lynch
What He Does There:
Head of Global Rates & Currencies Research
Why He Matters And What He's Saying Now:
As head of global rates and currencies research at BAML, David Woo has to keep track of a lot of different things at once – and for those interested in global macro, Woo's perspective is a must-read. Recently, he flagged developments across major world markets as inconsistent, warning of a global slowdown and a major market re-alignment. Woo remains cautious on the outlook for the U.S. economy in the short term, along with its implication for risk assets. However, he says that if the economy begins to improve along the lines of what stocks are already pricing in, then the euro could be the biggest beneficiary.
Edward Morse, Citi
Where He Works:
Citi
What He Does There:
Global Head of Commodities Research
Why He Matters And What He's Saying Now:
Ed Morse is a veteran. He taught at Princeton, worked at the State Department, and then worked in the oil industry before getting into the research side of things on Wall Street. He's an authority on the oil market – he recently declared peak oil theories "dead" and called the end of the commodity supercycle. Commodity investors would be wise to consider his analysis.
Jeffrey Currie, Goldman Sachs
Where He Works:
Goldman Sachs
What He Does There:
Head of Commodities Research
Why He Matters And What He's Saying Now:
Goldman Sachs clients are some of the biggest players in the oil market, which makes Jeffrey Currie's comments on oil and other commodities a must-read. Currie and his team were out front on the short gold call, and now, he says that the recent turn upward in natural gas prices from their long-term trend suggests that natgas may be the "new safe haven."
See the rest of the story at Business Insider
Please follow Money Game on Twitter and Facebook.