The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.
After a stellar 2017, with strong returns and outperformance relative to the U.S., international equities are under pressure again. In order to consider how long this dynamic may last, investors may be asking themselves: why exactly are international stoc
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.��
The yield curve, specifically its potential inversion, has become one of the most trusted signals of impending economic turmoil.