Markets & Economy

Our comprehensive collection of investment insights

Marc Bushallow

Managing Director, Fixed Income

Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …

These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

Is Japan Passing the Baton from Monetary to Fiscal Policy?

December 01, 2016 | Market Commentary

The Japanese economy continues to trudge along at an unremarkable pace, weighed down by what could be summarized as the four D’s: deficits, debt, deflation, and demographics. For more than 20 years, the country’s policy makers have thrown everything but the kitchen sink at the economy in …

Americans Elect a New President – Time to Move Forward

November 09, 2016 | Market Commentary

After a protracted campaign among the two most disliked candidates in the history of U.S. presidential elections that included few high points, but some very distinct lows, Americans finally went to the polls and elected Donald Trump the 45th president of the United States. Global markets …

Monthly Market Update - November

November 03, 2016 | Market Commentary

  Research Communication Strategist Tom Patterson discusses our economic outlook for November 2016, including a discussion on the U.S. election, a hard Brexit, consumer spending, Brazil, and more. Read our November Perspective for a more thorough summary of the current market …

Presidential Politics and the Impact of Populism

October 26, 2016 | Market Commentary

Populism is on the rise, as evidenced by the Brexit in the UK and candidates like Donald Trump and Bernie Sanders in the US. Our new video discusses why this is happening and what it means for investors.

The U.S. Consumer: A Potential Bright Spot

October 12, 2016 | Market Commentary

In the years following the global financial crisis, the American consumer was faced with a particularly challenging economic environment. The unemployment rate climbed from just under 4.5% in 2007 to 10% only two years later as millions of workers suddenly found themselves out of a job. The …

Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being …


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