With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are anxious. This anxiety is not without merit: indeed, economic data over the last two weeks seem to suggest a material slowdown in growth.
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are to an extent, the volatility seen at the end of 2018 was driven by concerns around the potential for an earnings recession in 2019.
With recent comments from the Federal Reserve sounding more accommodative and evidence of a positive turn in trade negotiations, it felt as if equity markets were finally set for some relief.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.