Art Howe 2015-12-04T13:02:28-08:00 June 30th, 2011|by Michael Ashley Schulman, Perspectives, The Big Picture|
But first a word from our sponsor, or more precisely, about our sponsor. During the Fed’s Quantitative Easing II (QE2) program over the last year, financial conditions eased and real interest rates fell for Treasuries, government sponsored enterprises, investment grade credit and high yield issuers. The Fed can therefore claim praise for helping high yield […]
Art Howe 2015-12-04T13:03:06-08:00 December 31st, 2010|by Michael Ashley Schulman, Perspectives, The Big Picture|
The world has evolved into a two speed economy. On one side is the G7, stymied by the financial crisis, deleveraging and disinflation, slowly clawing its way back to trend growth and requiring additional policy action and stimulus. On the other are the Emerging Markets, enjoying a robust recovery, rising asset prices, accelerating business activity […]
