A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The ARC and the Covenants
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.