Daily comprehensive market and economic trends through clear and compelling charts.
Start the week off right with this one-page snapshot of headlines and market performance.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
Why the US dollar may not be as overvalued as you think
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?