We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Michael Cembalest's timely commentary offers views on the economy, markets and investment portfolios.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
This month marks the largest monthly funded status decrease since January 2016
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Dr. David Kelly discusses the economic impact of the ECB’s decision to use NIRP to boost the European economy.
Explore our latest thinking on recent world and market developments.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.