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Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
An update from the front lines of the Trade War, with a focus on implications for investors
Hear our asset class specialists discuss their unique experiences facing challenging market conditions, including the great recession, over decades of market cycles.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.