Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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Bond markets maintain optimism
Active management and QE-distorted markets
TBA
Municipal bond market: Technical tailwinds and favorable fundamentals
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
War of the Worlds
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.
Will yields keep falling in 2020?
In 2020, the hunt for yield is likely to continue.
Will trade tensions ease in 2020?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
What would a Conservative government mean for sterling?
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.