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.
Transient market volatility has the potential to be thrilling
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.