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.
When a central bank moves interest rates there are three transmissions mechanisms between how rate movements directly influence the real economy.
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
Trade was the hot topic of 2018, with the U.S. administration engaging in negotiations with many major trading partners.
Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting. This has also been reflected in the cash bond market, where yields out to the 6-month maturity
JPMorgan SmartRetirement is built to withstand a range of market cycles and conditions.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
In-plan retirement income solutions: Fiduciary considerations for defined contribution plan sponsors
ERISA Strategist, Dan Notto, discusses key considerations for DC plan sponsors thinking about offering in-plan retirement income solutions to retired employees.