This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Transient market volatility has the potential to be thrilling
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Market sentiment towards the Chinese currency has shifted significantly
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Daily comprehensive market and economic trends through clear and compelling charts.
The performance of the US dollar significantly diverged from relative rate spreads
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.