"The dollar may benefit from fundamental factors such as divergent central bank policy in the near term."..
“Third quarter earnings season gets underway this week (October 9-13) and it should be another good one.”..
"The third quarter of 2017 was in many ways a tale of three markets for fixed income investors."..
"October is historically the most volatile month for equities."..
“We share some implications of the tax proposal and explore what some market-based barometers of tax reform show.”..
"With so many events competing for our attention, how do we know where to focus?"..
"The devastation wrought by Hurricane Maria has led to weaker municipal bond prices for Puerto Rico issuers."..
“The steady bull market—now the second largest—continues.”..
"The market believes that the Fed will raise rates, though not to the extent that it says."..
“Lowered real estate view from neutral/positive to neutral; lowered municipal high-yield view from neutral to neutral/negative.”..