Daily comprehensive market and economic trends through clear and compelling charts.
The performance of the US dollar significantly diverged from relative rate spreads
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
It was another rollercoaster ride for equity markets but this time ending on a high note, with the S&P 500 Index delivering a thrilling 13.6% return in the first quarter, the best start to a year since 1998.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
An update from the front lines of the Trade War, with a focus on implications for investors