Daily comprehensive market and economic trends through clear and compelling charts.
The Armageddonists and the price of fame.
Armageddonists and the portfolio cost of fear, 2010-2019
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
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.
Why the US dollar may not be as overvalued as you think