This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
EURUSD should be rangebound
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
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.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Themes from the quarterly Quantitative Beta Research Summit
An update from the front lines of the Trade War, with a focus on implications for investors
An Opportune Time to Build Your Strategic Allocation
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.