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.
An update from the front lines of the Trade War, with a focus on implications for investors.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
For the first time in 20 years, markets will have to survive without support from central banks.
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.