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Markets & Economy » Don’t Rule Out That Raise
November 09, 2017 | Market Commentary
As Federal Reserve policymakers move further along on plans for monetary policy normalization, they will look to key inflation indicators in deciding the appropriate pace of tightening. One of those key indicators, wage growth, has been disappointingly modest over the course of the current …
Library » October 2017 Perspective
October 09, 2017 | Market Commentary
On September 20th, the Federal Reserve announced that it will begin to shrink the size of its balance sheet as it attempts to unwind what has been an unprecedented buildup in central bank assets.
Library » September 2017 Perspective
September 07, 2017 | Market Commentary
Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility …
Library » August 2017 Perspective
August 08, 2017 | Market Commentary
After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.
Library » Europe has Reached an Inflection Point
July 06, 2017 | Investment Themes
We believe Europe has reached an inflection point. We lay out the case for a European investment revival in our new chartbook. Download the PDF
Library » June 2017 Perspective
June 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
Library » May 2017 Perspective
May 05, 2017 | Market Commentary
Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.
Library » April 2017 Perspective
April 05, 2017 | Market Commentary
Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.
Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace
March 16, 2017 | Fixed Income
In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent, noting increased inflationary pressures and economic activity that has continued to expand at a moderate pace. The …
Library » March 2017 Perspective
March 07, 2017 | Market Commentary
Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …
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