CIO magazine looks at the simmering rivalry between China and India, and which one has the best chance to achieve long-term economic dominance.

Fort the full article please click here (membership required, free)

Bruce Monrad sits down with Chris Boyd to discuss the financial markets.

7:52 – Bruce joins Chris, challenges of analyzing the High Yield markets

10:17 – A big picture, macro view of the economy.

13:00 – Indicators, Housing, Auto, the Rhine River

15:22 – Consumer/Business Confidence, Employment

16:50 – Tail Risks: Trade Wars, Brexit, Sovereign Debt

19:00 – Government Shutdown

20:40 – Trade War Impact

25:55 – Government Deficit, National Debt

37:00 – Credit Markets Update

40:00 – Yield Curve, Inversion

42:00 – BBB Ratings Downgrades, Potential Opportunities

 

 

In the face of a housing slowdown, a looming trade war, and ongoing Brexit woes, bond investors are re-embracing risk.  Click below to hear Bruce Monrad’s explanation of why this makes perfect sense.