The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Daily comprehensive market and economic trends through clear and compelling charts.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly