Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Monday���s spike in the repo rate is not extraordinarily worrisome, given both the context surrounding its timing and the availability of potential remedies.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
An update from the front lines of the Trade War, with a focus on implications for investors.
Following this shake-up, the odds of a no-deal Brexit, not so long ago a strong possibility from the hardline Conservative administration, have declined.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.