The first rate rise in a decade was widely expected by markets.
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.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
After a volatile December driven by concerns of rising rates, peak economic and earnings growth, and geopolitical tensions, markets have bounced back.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
A summary of the factors driving global markets over the last month.