Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
This morning, initial claims for unemployment insurance surged to the highest level ever, according to Lebovitz and Pandit.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
The U.S. Senate passed a 2.2 trillion USD stimulus bill, these measures can’t prevent a recession but should sustain the economy in suspended animation says Kelly
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
An update from the front lines of the Trade War, with a focus on implications for investors.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.