Dr. Kelly's commentary for July 2015
A weekly review of global markets and multi-asset portfolios
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
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, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This bulletin discusses the implications of negative interest rate policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Global markets and multi-asset portfolios