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.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
The S&P 500 could hit 10,000 by the mid-2030s
The yield curve inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.��
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.