The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors