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Historically, a low presidential approval rating is a harbinger of stress in the equity markets. Trump’s rating is very low. Will this time be different?
Geopolitics, low-inflation figures, soft data and dovish Fed comments can’t seem to break the narrow trading range, says Informa’s Chief Macro Strategist David Ader.
Expect the longer-living, higher-saving baby boomers to keep any upward pressure on interest rates at the margin, says Informa’s chief macro strategist, David Ader.
A less mobile society is a less flexible one, and, it’s not hard to assume, less upwardly mobile in terms of wages and opportunities, says Informa's chief macro strategist, David Ader.