This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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.
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
Executive summary of JPM's long-term capital market return assumptions
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
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.