Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Start the week off right with this one-page snapshot of headlines and market performance.
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.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Armageddonists and the portfolio cost of fear, 2010-2019
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs