The yield curve is inverted, implying an imminent recession, but the stock market is at or near record highs. What can we make of these contradictory signals?
If a recession comes, how can the lessons of the global financial crisis (GFC) inform private equity practitioners?
What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?
The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in the face of social and economic pressures.
The grand monetary experiment of the last decade and a half has undermined the global financial system and necessitates a radical solution.
How have the markets responded to congressional testimony from recent Fed chairs? Have they shown a preference or distaste for any one in particular?
“I'm not saying that interest rates are going to go back up. I just think they're done coming down,” Howard Marks, CFA, told Marg Franklin, CFA. "And if that's true, I think we're in a different environment."
Should governments ever decide to start deleveraging, how could they do it?
To be “as rich as an Argentine” was once a common aspiration. What happened?
Is there evidence of an ECB put in European credit markets?
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