A summary of the factors driving global markets over the last month.
As expected, the FOMC voted to maintain the federal funds rate at a range of 1.00% to 1.25% at the November meeting, citing “realized and expected labor market conditions and inflation” as the driving forces behind today's decision.
The cost of capital in China's changing markets
The tide has turned for the U.S. dollar
The path of the U.S. dollar: Looking forward by looking back
How demographic change will affect savings, growth and interest rates
Technology, productivity and the labor force
A stable to improving alpha outlook offsets the beta drag