In this month’s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
After a stellar 2017, with strong returns and outperformance relative to the U.S., international equities are under pressure again. In order to consider how long this dynamic may last, investors may be asking themselves: why exactly are international stoc
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.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.