EURUSD should be rangebound
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.
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
How real estate and infrastructure can enhance returns and reduce volatility
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
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
Measuring book yield correctly
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.