$100 oil may be a pipe dream
Oil prices have risen to multi-year highs on surging demand, tight supply, and the crunch on natural gas. We believe it is time to question the current rally.
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Oil prices have risen to multi-year highs on surging demand, tight supply, and the crunch on natural gas. We believe it is time to question the current rally.
The potential for rising interest rates may mean it’s time to diversify a portfolio with convertibles.
President Xi Jinping’s “common prosperity” campaign to address China’s wealth gap has converged with the regulatory crackdowns.
Innovation is driving exciting growth across emerging market countries.
Recent default warnings from one of China’s leading real estate development companies signaled a bigger property problem in the sector.
Global financial markets might be pricing in a “living with the virus” environment and are adjusting to a lower growth path.
Following broad-based recovery in the labor market when the economy initially reopened in 2020, the labor force participation rate has stagnated and started to diverge.
State financial health has improved as tax receipts rebound and states receive sizable federal aid.
We believe growth in the United States remains strong, but expectations need to be revised lower.