A pause in trade escalation is welcomed as it should allow the global economy to stabilize; however, investors shouldn’t assume trade tensions have gone away.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.
Investors are concerned about the deterioration of corporate debt quality.
The growing amount of negative yielding debt overseas is weighing down on U.S yields as Treasuries become the best house in a bad neighborhood.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The yield curve inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.
The U.S. Federal Reserve (the Fed) has called a halt to the balance sheet reduction program earlier, and at a higher terminal level, than investors first anticipated.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
A greater percentage of negative yielding bonds has reignited the hunt for yield as investors look for higher yields in riskier asset classes.