Major equity indices have fallen this week. Find out if the selloff is a heads up or a head fake on the outlook for global markets.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.