Central bank policies are propping up values. At some point, investors will start insisting on economic progress.
Stronger global fundamentals need to underpin elevated asset prices.
America would obtain better leverage by forming a common front with Europe.
The central bank’s guidance on interest rates is more dovish than even the most sanguine bulls had hoped.
Modern monetary theory has sparked a fruitful conversation. Markets should be paying attention.
Extraordinary steps tell markets to expect sharply slower growth, low interest rates and increased central bank liquidity.
Breaching the 2 percent threshold can’t offset the lack of more pro-growth policies from Congress and the administration.
The central bank must balance continuing to please markets and responding to domestic economic strength.
Despite strong U.S. jobs data, investors expect the central bank to stop hiking this year and cut in 2020 and 2021.
America still has the capacity to be the world’s engine room, so long as it can avoid more self-inflicted wounds.
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