Europe Will Rise in 2020 as the World Melts
Not everything is a threat. What are the opportunities in the coming year? Two come to mind. Women are coming to the workplace and Europe is reviving.
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Negative Interest Rates Aren’t Such a Departure After All
You often hear claims that the “normal” level of real interest rates is 2-3%, but the chart suggests the last time 3% was the normal level was 1866.
Why Is It So Hard To Forecast The 2020 Economic Landscape?
In this different economic climate, it’s hard to time the end of the current recovery. Still, it will end, due either to Fed overtightening or crisis.
The Strongest Major Currency This Year Could Stall Out in 2020
Resurgent commodity prices helped buoy the currency, as did a central bank that kept borrowing costs steady, making it an outlier amid global easing.
Trump Says He Will Sign Phase One China Trade Agreement at the White House on Jan. 15
The first part of the agreement calls for China to purchase $200 billion of U.S. products over the next two years and protect against IP theft.
Here Are The Experts That Got The 2019 Stock Market Totally Wrong
Gundlach’s interest rate analysis, for example, is often sagacious, but his market forecasts could not have been more inaccurate in 2019.
Behind the Bond Boom No One Saw Coming
The entire bond-market community can look back and laugh at just how little they thought they knew about the stage of the credit cycle.
