Higher government spending, not inflation, may ultimately be what heats up the U.S. economy.
The history of market corrections shows why investors should not give up on their strategies.
Long-term secular forces will likely keep interest rates low and be supportive of equities.
The recent sell-off in equities may be an old-fashioned temporary market risk-off event.
The federal government is on the brink of a shutdown. Here’s what to expect if it happens.
Reports of the demise of the U.S. Treasury rally may be premature.
In our view, the balance of evidence still favours large caps for now.
This bull market won’t live forever, but signs point toward a continuation into 2018.
Krishna Memani discusses the markets, growth prospects, and the Fed on Bloomberg Radio.