2019 was a good year for equities as multiple expansion drove stock markets to new all-time highs.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.
Economists and analysts reacting to the deal have been pretty skeptical. I have aggregated representative responses below. I will give you my thoughts afterwards.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
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