Weekly Market Insights
February 14, 2018 – “Upgraded industrial metals view from neutral to neutral/positive.” More >>.
Why Own Bonds?
February 13, 2018 – With rising rates making high-quality fixed income more attractive, many fixed income investors may be asking, why own bonds? More >>.
February 12, 2018 – “After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week.” More >>.
The Valentine's Day Index
February 12, 2018 – Low overall inflation again carried over to common Valentine’s Day gifts in 2017, with prices rising at or below the average pace. More >>.
Will Yields Keep Rising?
February 6, 2018 – Yields have started 2018 off on a volatile note, which has been somewhat painful and disconcerting for fixed income investors. More >>.
“Melt-up or Melt-down?”
February 5, 2018 – “Friday’s sharp stock market decline might have led us to forget that just a few days ago many claimed the stock market was melting up.” More >>.
GDP, PCE, and Jobs
February 5, 2018 – The latest data on GDP, inflation, and the job market continue to paint a positive picture of the U.S. economy. More >>.
“The Fed Is Moving Forward”
January 30, 2018 – “Jerome Powell will take over as Fed chair on February 3 and may continue the path of data-dependent, gradual rate hikes laid out by his predecessor, Janet Yellen.” More >>.
“Records, Risk, and Returns”
January 29, 2018 – “The recent lack of volatility in the U.S. stock market has been historic on many levels.” More >>.
Beige Book: Window on Main Street
January 24, 2018 – The Beige Book suggests continued moderate economic growth. More >>.