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Markets & Economy » The Road Ahead for Electric Vehicles
May 16, 2018 | Investment Themes
It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the introduction of Henry Ford’s …
Library » May 2018 Perspective
May 02, 2018 | Market Commentary
Treasury Yields Hit Four-Year High The 10-Year US Treasury yield rose above 3% in April for the first time since the so-called ‘Taper Tantrum’ of 2013. The measure is a key benchmark influencing borrowing costs throughout the economy and has brought rising rate concerns to the forefront of …
Markets & Economy » Five Things to Know About US-China Trade
April 30, 2018 | International Markets
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
Library » April 2018 Perspective
April 04, 2018 | Market Commentary
Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …
Markets & Economy » Escalating Risks of Protectionism and Tariffs
March 22, 2018 | Market Commentary
In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …
Library » March 2018 Perspective
March 02, 2018 | Market Commentary
Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …
Markets & Economy » Implications of Tax Reform on Fixed Income
March 01, 2018 | Market Commentary
The Tax Cuts and Jobs Act is having a notable impact across wide swaths of the economy, and the fixed income market is no different. The bill’s key achievement of lowering the corporate tax rate is certainly a favorable outcome for a number of businesses and their investors. Smaller tax …
Markets & Economy » What Happened and What’s Next for Fixed Income
February 13, 2018 | Market Commentary
Looking Back: An Era of “Goldilocks” The past year brought cheer across the financial markets. The world saw synchronized global growth and soft inflation readings, and with the exception of recent market gyrations, volatility persisted near historically low levels. Nothing was “too hot or too …
Library » February 2018 Perspective
February 08, 2018 | Market Commentary
The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …
Markets & Economy » Volatility Awakens
February 06, 2018 | Market Commentary
The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …
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