Markets, economy, stocks, growth, global, fixed income, international, asset classes
Dr. David Kelly discusses the economic impact of the ECB’s decision to use NIRP to boost the European economy.
Daily comprehensive market and economic trends through clear and compelling charts.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Dr. Kelly's commentary for June 2015.
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Expected returns and correlations of asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.