This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
Start the week off right with this one-page snapshot of headlines and market performance.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.