Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Eye on the Market: The Verdict
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
For the first time in 20 years, markets will have to survive without support from central banks.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.