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Markets & Economy » Cruising Through the Economic Cycle

October 18, 2021 | Market Commentary

September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …

Library » June Perspective

June 02, 2021 | Market Commentary

Watching the Inflation Curve US stock and bond market performances were relatively flat for the month of May. While it may seem like it was a quiet month in the aggregate, there were a few moments of volatility throughout the period. In mid-May, the US Consumer Price Index for April rose by its …

Library » October 2018 Perspective

October 01, 2018 | Market Commentary

Rising Risks Demand Change US stocks remained near all-time highs during September as the market shrugged off rising global risks that continued to escalate. Worsening threats to financial markets include a full-blown trade war developing, China slowing more than expected, and political …

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 …

Library » First Quarter 2018 International Perspective

April 24, 2018 | Market Commentary

Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …


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