Market downturn, bear market
Is the gap closing between US equity returns and the rest of the world’s?
Where can investors find sustainable sources of return?
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.
The S&P 500 could hit 10,000 by the mid-2030s
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.