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The investment outlook for 2019: Late-cycle risks and opportunities
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
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.
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
The Armageddonists and the price of fame.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.