Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
Investors may want to consider reducing exposure to European financial markets during this period of heightened political, economic and policy uncertainty.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Monday���s spike in the repo rate is not extraordinarily worrisome, given both the context surrounding its timing and the availability of potential remedies.
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.
An update from the front lines of the Trade War, with a focus on implications for investors.
The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth.