Historically, an inverted yield curve has been a useful indicator of recessions. However, quantitative easing may have distorted that signal.
The S&P 500 could hit 10,000 by the mid-2030s
The macroeconomics of climate risk
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Monthly Market Review - August
The times when investors were able to enjoy a quiet summer seem to be over. August was a volatile month for financial markets, with the VIX averaging 19, compared to 13 in July.
An update from the front lines of the Trade War, with a focus on implications for investors.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
An update from the front lines of the Trade War, with a focus on implications for investors