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.
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
The yield curve, specifically its potential inversion, has become one of the most trusted signals of impending economic turmoil.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
Executive summary of JPM's long-term capital market return assumptions
Over the past few years, real estate investors have constantly discussed the ���death of retail��� - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
This is a trend that has already begun this year, with major EM central banks already enacting rate cuts, or at least postponing planned rate hikes.