Daily comprehensive market and economic trends through clear and compelling charts.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Start the week off right with this one-page snapshot of headlines and market performance.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.