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.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
EURUSD should be rangebound
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Armageddonists and the portfolio cost of fear, 2010-2019
Currency movements based onbrexit's outcome.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
Transient market volatility has the potential to be thrilling