Entering year 4 of a 15-year private sector confidence cycle, expect a mixed bag for risk-on asset classes in a…
The interplay of public and private sector confidence continues to drive major political and market events
Conventional wisdom and polling are that Democrats can regain the Rust Belt firewall in 2020. My random forest model predicts that Michigan’s 2020 turnout will be lower than in 2016. The path to flipping Michigan blue will be much harder than it seems.
Markets are catching up to the staying power of the trade war. Let’s use NLP to analyze the President’s Tweets on trade.