The Decline of Western Centralization, Part II
For the first time in 20 years, markets will have to survive without support from central banks.
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Will the Fed cut rates in December?
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
Why is EM underperforming DM this year?
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Lost in space: The search for democratic socialism in the real world
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.
Private equity forecast: plenty of dry powder
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.
3Q19 Earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Smoot Hardly: the US-China trade war, prescription drug price legislation and the 2020 election
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Good luck with that
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Is the selloff a signal?
Major equity indices have fallen this week. Find out if the selloff is a heads up or a head fake on the outlook for global markets.