Daily comprehensive market and economic trends through clear and compelling charts.
Why the US dollar may not be as overvalued as you think
Armageddonists and the portfolio cost of fear, 2010-2019
Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
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.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
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