Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
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.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
EURUSD should be rangebound
Plan sponsors can put these five steps in place to help participants successfully navigate the path to retirement security.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
An update from the front lines of the Trade War, with a focus on implications for investors