The debt problem is most acute in low- and middle-income countries where debts were already too high before the pandemic.
Historically, core bonds, as proxied by the Bloomberg Aggregate Bond Index, have performed well during Fed rate hike pauses.
For investors, it is important to assess all the angles on Fed policy this year.
It's easier for small towns to develop the services and amenities to attract new talent.
The market dynamics exist for blank-check companies, but investors are skeptical after the excess of the last few years.
Investors can benefit from both active and passive management styles.
Adriana Kugler would tilt the central bank toward a labor market focus when inflation expertise is needed.
Ultimately, it was never going to be easy for consumption and earnings to fall off a steep cliff so soon.
While investors shouldn't let rules of thumb override financial fundamentals, there are times when the fundamentals are hazy.
Adjusting the definition of price stability to support fiscal spending may result in higher inflation and slower growth.
For the West, the growing influence of the BRICS nations holds an important lesson.
Traders don't believe that Congress is foolish enough to allow a default.
After moderate gains in March, markets continued to rally in April.
Time is running out for Congress to raise the debt ceiling.
The promise of high returns has encouraged retirement funds to pour money into PE investments, with terrible results.
What shape the recovery will take remains unclear with so much uncertainty, he said.
The April Jobs report came in stronger than expected and revealed a resilient labor market.
The coming downturn is not inevitable, but restoring global growth will be extremely challenging for two key reasons.
Don't expect any real news from Chair Powell at the end of the regular meeting of the Fed today.
Savvy financial advisors are positioning themselves to provide intelligent solutions for high-net-worth property owners.