A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
The U.S. Senate passed a 2.2 trillion USD stimulus bill, these measures can’t prevent a recession but should sustain the economy in suspended animation says Kelly
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
Equity solutions for volatile markets
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Risk markets have taken a turn for the worse as coronavirus spreads outside of China. Valuations are lower, but do they compensate investors for the increased risks to global growth and corporate fundamentals?
An update from the front lines of the Trade War, with a focus on implications for investors.