Elections and lockdowns and vaccines: Are we there yet?
How the whirlwind of news headlines will impact the economy and markets
The global financial market is transitioning away from LIBOR – a momentous prospect that has raised questions, challenges and concerns. We look at the basics of the current LIBOR rate and usage, the steps underway to introduce a replacement, and what comes next.
Stock buybacks: A mountain or a molehill?
Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.
5 reasons to watch out for higher volatility
Volatility re-emerged in 2018 with a vengeance, creating challenges for investors who have become complacent by last year’s placid conditions.
My two favorite recession indicators
Our economy is slowing, and with partial yield curve inversion, investors are worried we’re heading into a recession. But two other indicators have a better track record at signaling one.
Anatomy of an economic slowdown – economic uncertainty becomes a headwind
Softening data YTD and yield curve inversion have raised concerns that growth could slow more sharply than expected, or even contract, resulting in a recession.