A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Armageddonists and the portfolio cost of fear, 2010-2019
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Themes from the quarterly Quantitative Beta Research Summit