The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth.
An update from the front lines of the Trade War, with a focus on implications for investors.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Consumer sentiment, wage growth, industrial production and high yield spreads can help explain stock market valuations measured by the P/E ratio of the S&P 500
Without a dramatic improvement in the next few weeks the Fed will likely be forced into further rate cuts before the end of the year.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
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.