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 …

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.

Markets & Economy » High Frequency Trading: Under the Spotlight

April 15, 2014 | Market Commentary

High frequency trading (HFT) has once again found itself in the spotlight. With the release of a new book highlighting the dangers and inequities of the practice, a recent 60 Minutes lead story, countless articles in well-circulated publications, and a federal investigation into the very legality …

Markets & Economy » Key Questions for Capex Spending

February 19, 2014 | Market Commentary

The subject of what’s holding back private sector capex spending has been broadly discussed in the media and in the financial community, especially as U.S. consumption indicators and broad GDP numbers have posted strong year-end gains in 2013. Yet, with the most recent earnings season showing …