Fed Zeppelin: Is the Fed making a mistake?
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Search Result
Results for:
Refine by:
Category
Format
Audience
Topic
Asset Class
Date
People
Mountains and molehills: Achievements and distractions on the road to decarbonization
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.
Center for Investment Excellence
The Decline of Western Centralization, Part II
For the first time in 20 years, markets will have to survive without support from central banks.
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Review of markets over April 2019
After a strong first quarter, risk assets continued their rally in April.
As no-deal risk subsides, UK interest rates should move higher
Today the Bank of England’s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%.
How to hedge against a downturn
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.
Active Management and QE-Distorted Markets
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.