Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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Market Insights
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
What does the uptick in M&A mean for private markets?
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Active management and QE-distorted markets
TBA
Being prepared for the next market downturn
Market downturn, bear market
Food fights at the Fed and in the Leveraged Loan market
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Short People: the market rebound, and what comes next
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.
Why we’re in the early innings of a secular bull market
The S&P 500 could hit 10,000 by the mid-2030s
Why are markets down so far in August?
Investors were disappointedInvestors were disappointed that trade tensions re-escalated and the Fed viewed their actions as a “mid-cycle adjustment".
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.