Peak growth may be behind us, but markets may continue upward We believe the bulk of the restart-fueled earnings surge is behind us, and a moderation of earnings growth into next year is to be expected. The restart can only take place once. Yet companies…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… What an incredible time to be alive! We stand just five weeks [as of 11/25/2019] from the end of a decade that saw prosperity spread far and wide. Some don’t…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… A near-term recession looks unlikely. Capital markets have embraced a less-bearish outlook for the global economy in recent weeks, with global equities reaching a 20-month high in most places and…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying… Equity markets and other risk assets have experienced many downside risks since the start of 2018, including a contraction in trade and manufacturing, rising political uncertainty, surging bond yields last…READ MORE
Each month we highlight voices we respect from around the marketplace. Here’s what they’re saying: Events are changing rapidly, and that’s why we are seeing higher levels of market volatility almost on a daily basis. If you could put aside the trade disputes for a…READ MORE
