Markets, economy, stocks, growth, global, fixed income, international, asset classes
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
In 2020, the hunt for yield is likely to continue.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Armageddonists and the portfolio cost of fear, 2010-2019
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.