In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors. Trying to predict the final outcome is a fool’s errand.
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
There are still questions surrounding when the recession will officially begin, this is something we will only know with hindsight, says David Lebovitz.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
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 2020, the hunt for yield is likely to continue.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.