Daily comprehensive market and economic trends through clear and compelling charts.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
The Armageddonists and the price of fame.
Start the week off right with this one-page snapshot of headlines and market performance.
Armageddonists and the portfolio cost of fear, 2010-2019
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.