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.
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.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
An update from the front lines of the Trade War, with a focus on implications for investors.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
While coronavirus impacts to the Chinese economy are likely to be pronounced, markets may be more stabilized for U.S. investors, says Dryden, Li, and Pandit.