The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
An update from the front lines of the Trade War, with a focus on implications for investors.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.