Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
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This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
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This paper examines the recovery progress seen in European markets since the start of 2015.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
2011 estimates and the thinking behind the numbers. Executive summary