Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
EURUSD should be rangebound
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Why J.P. Morgan Asset Management uses weighted average carbon intensity in its fund reporting
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
Monthly Market Review - August
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it���s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.