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The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
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.
Market downturn, bear market
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.
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
For the first time in 20 years, markets will have to survive without support from central banks.