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July 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
Audience
All AudiencesJuly 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
Audience
All AudiencesJune 05, 2018 | Market Commentary
Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …
Audience
All AudiencesMay 16, 2018 | Investment Themes
Part One of a Two-Part Series 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 …
Audience
All AudiencesSeptember 12, 2017 | Market Commentary
With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this post, we explore the economic effects of natural disasters. Natural disasters of this scale are …
Audience
All AudiencesNovember 23, 2015 | Market Commentary
We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe …
July 23, 2015 | Market Commentary
From June 2014 to April 2015, consumers saved $131.6 billion on consumption of energy goods and services. This begs the question: where have all the savings from lower energy prices gone? There are several possible scenarios, including: Rising prices in other parts of the consumer’s basket of …
February 17, 2015 | Market Commentary
Life is lived in the last mile. The last mile is a term that originated in the telecommunications, cable, and Internet industries to reflect the final leg of the system connecting the customer. It is thus not a literal mile but a useful metaphor, as the final leg of a distribution network …
November 11, 2014 | Investment Themes
Coming into the third quarter 2014, it was mostly calm and quiet across financial markets as major indices continued upward largely uninterrupted through the first half of the year. That all changed as the quarter progressed and renewed worry over the stability of global economic growth …
September 27, 2012 | Market Commentary
The U.S. trade balance has been deteriorating since the late 1990s, in part due to increasing imports of crude oil and other petroleum products (Chart 1). This trend has improved somewhat in recent years given a combination of decreasing consumption and increasing production (Chart 2). In 2010, …
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