Real estate is again looking like a ticking time bomb. At super low interest rates, pray tell what does the Fed do if it blows up again?
Read more...Deutsche Bank is still walking wounded.
Read more...European polls show voters moving towards conventional candidates in some of the big 2017 races. Mood du jour or trend?
Read more...CalPERS private equity returns are not pretty, but at least the giant pension fund seems to recognize private equity’s glory years are past.
Read more...High gasoline and crude inventories do not bode well for oil prices this year.
Read more...A growing body of academic research suggests that investors already have enough information to accurately assess the impact of climate change
Read more...Auto loans are have been looking awfully bubbly….and the hangover has begun.
Read more...A cool-headed look at some Trump indicators.
Read more...Why there is no cause for cheer on the China banking front.
Read more...Are central banks finally beating a retreat on their failed NIRP strategies?
Read more...Baby boomers must start retirement account withdrawals at age 70 1/2 and some do earlier of necessity. Will that affect markets?
Read more...How uncertainty over the wisdom of the Fed starting to tighten in 2017 and its reading of Trump policies might impact other economies.
Read more...Citi and Goldman downgrades suggest the Trump trade may be overdone.
Read more...Forecasts for the US depend heavily on what Trump might actually get done. Ambrose Evans-Pritchard thinks Mr. Market is out over his skis.
Read more...Some specifics of why political risk and central bank policy will make for a wild ride in 2017.
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