So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
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Weekly Bond Bulletin: Reading between the lines
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Food fights at the Fed and in the Leveraged Loan market
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.
3Q19 Earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Lost in space: The search for democratic socialism in the real world
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Active management and QE-distorted markets
TBA
Fed Zeppelin: Is the Fed making a mistake?
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Mountains and molehills: Achievements and distractions on the road to decarbonization
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.