The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Incorporating Environmental, Social & Governance
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Pension Pulse Summer 2019
An update from the front lines of the Trade War, with a focus on implications for investors
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.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.