ASSET MANAGEMENT´S SQUEEZED MIDDLE FACES A BLEAK 2019 / THE WALL STREET JOURNAL

Asset Management’s Squeezed Middle Faces a Bleak 2019 Nervous, cost-conscious investors aren’t making it easy for fund managers to grow p...

FED WILL BE THE BEARER OF BAD NEWS / THE WALL STREET JOURNAL

Fed Will Be the Bearer of Bad News Markets and the Fed disagree about the odds of rate increases this year now that stocks have retreate...

HOW TO CRUSH YOUR HABITS IN THE NEW YEAR WITH THE HELP OF SCIENCE / THE NEW YORK TIMES

How to Crush Your Habits in the New Year With the Help of Science Make 2019 the year you actually do all the things you want to do. We as...

CHINA´S MALIGN SECRECY / PROJECT SYNDICATE

China’s Malign Secrecy In principle, China’s massive savings, infrastructure know-how, and willingness to lend could be great for develop...

STRATEGISTS AND SPECULATORS AT ODDS OVER DOLLAR OUTLOOK / THE FINANCIAL TIMES

Strategists and speculators at odds over dollar outlook Consensus among banks is for declines but market positioning tells a different sto...

WHAT HAS HAPPENED TO US / GEOPOLITICAL FUTURES

What Has Happened to Us The global system that many fear is dying is already dead. The new one has yet to emerge. By George Friedman  ...

THINK LOCAL WHEN IT COMES TO CHINA´S DEBT / THE WALL STREET JOURNAL

Think Local When It Comes to China’s Debt One of the biggest areas of vulnerability in China’s huge debt pile is bonds issued by investme...

CHINA QUIETLY DUMPS BONDS / SEEKING ALPHA

China Quietly Dumps Bonds by: SL Advisors     Summary   - China and Japan have historically been the biggest foreign i...

BOLSONOMICS: THE REFORM PLANS OF BRAZIL´S NEW PRESIDENT / THE FINANCIAL TIMES

Bolsonomics: the reform plans of Brazil’s new president    Does Jair Bolsonaro have the political will to push through his economic propo...

DECEMBER WAS BEST MONTH FOR GLOBAL BONDS IN MORE THAN A YEAR / THE FINANCIAL TIMES

December was best month for global bonds in more than a year Safest fixed-income assets turned positive for the year as economic clouds g...