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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.
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.
The S&P 500 could hit 10,000 by the mid-2030s
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.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
For the first time in 20 years, markets will have to survive without support from central banks.