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
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.
For the first time in 20 years, markets will have to survive without support from central banks.