Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
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