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One of the most perplexing things about the recent stock market rally is that it has occurred against a backdrop of equity fund outflows and bond fund inflows. In fact, according to the Investment Company Institute (ICI), from the end of 3Q18 through the
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
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.
Start the week off right with this one-page snapshot of headlines and market performance.
The Armageddonists and the price of fame.
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.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.