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.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
Helping clients build better portfolios
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Interest Rate Policy
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today���s fixed income markets.