The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Time-tested projections for resilient portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
2011 estimates and the thinking behind the numbers. Executive summary
What investors should consider