A case for Europe
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
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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.
Cold Turkey
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors
Investing for the Middle Run
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Fed rate cut: What does it mean for investors?
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
Food fights at the Fed and in the Leveraged Loan market
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.
Lost in space: The search for democratic socialism in the real world
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Guide to the Markets - Latin America
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Listen when people tell you who they are
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.