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Is EM’s October outperformance sustainable?
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
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.
Guide to Alternatives
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.
Listen when people tell you who they are
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.
Smoot Hardly
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.