by
George Friedman
There is a dispute within the eurozone over who should ultimately be responsible for guaranteeing deposits.
by
Burt White
With the S&P 500 down 5.1% in January, the January Barometer is getting a lot of press.
by
John Canally
While the odds of a U.S. recession in 2016 remain low, they have increased since the start of the year.
by
John Mauldin
Japan's move into negative interest rates has broad implications for the world.
by
Jeffrey D. Saut
In the world we live in, few look at risk. Most only look at reward.
by
Russ Koesterich
Stocks continue to find support in an old friend: central bank accommodation.
by
Clive Crook/Bloomberg News
Central banks can't move very far into negative territory without encountering serious financial and political obstacles.
by
Bob Doll
Equity prices rose as markets continue to follow the lead from oil prices.
by
Liz Ann Sonders
Recession risk is up, but beware of the cacophony of apocalyptic forecasts.
by
Brad McMillan
Growth remains positive and, on a year-to-year basis, not nearly as bad as the quarterly figure suggests.
by
James Saft/Reuters
The gap between China’s great long-term economic growth and its terrible market performance is explained by politics.
by
Ron Baron
China's growth is moderating, but in America unemployment is down and wages are rising.
by
Jeffrey Rosenberg
Commodity and credit risks dominate the risks to the benign base case for 2016.
by
Sean Carney, Peter Hayes
Muni returns in 2016 have the potential to match or surpass 2015 performance of 3.3 percent.
by
Anthony Valeri
Oil continues to be the primary driver of high-yield performance.
by
Jeffrey D. Sachs
Our global goal should be economic progress, meaning better living conditions worldwide.
by
Joseph E. Stiglitz
China’s shift from export-driven growth to a model based on domestic services and household consumption has been much bumpier than some anticipated.
