Full 62-page report with analysis of all asset classes.
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.
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.
Expected returns and correlations of asset classes.
Eye on the Market: The Verdict
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
What to expect in the next 15 years.