Posted on October 30, 2017“What Might Scare Markets” | Weekly Market Commentary | October 30, 2017 “We continue our Halloween tradition and feature five risks that have the potential to scare markets.”
Posted on October 30, 2017“November Preview” | Weekly Economic Commentary | October 30, 2017 “November kicks off a historically strong period of the year for financial markets.”
Posted on October 24, 2017“Will Hawks Take Control in 2018?” | Bond Market Perspectives | October 24, 2017 “The search for a Fed chair has dominated headlines, but the FOMC may have a bigger impact on monetary policy decisions.”
Posted on October 23, 2017“Five Reasons to Take a Look at Japan” | Weekly Market Commentary | October 23, 2017 “This week we discuss five reasons to take a serious look at Japan.”
Posted on October 23, 2017“Beige Book: WIndow on Main Street” | Weekly Economic Commentary | October 23, 2017 “Beige book suggest continued moderate economic growth.”
Posted on October 18, 2017Portfolio Compass | October 18, 2017 “Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.”
Posted on October 17, 2017“MBS & The Fed” | Bond Market Perspectives | October 17, 2017 “Mortgage-backed securities (MBS) have been one of the best performing high-quality asset classes over the past month.”
Posted on October 16, 2017“The 1987 Crash: A Not So Happy Anniversary” | Weekly Market Commentary | October 16, 2017 “We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C.”
Posted on October 16, 2017“Inflation Insight” | Weekly Economic Commentary | October 16, 2017 “The minutes from the Fed’s September policy meeting show a lively debate around inflation.”
Posted on October 10, 2017“Stocks Continue Their Steady Rise” | Market Insight Quarterly | Third Quarter 2017 “Economic data received over the last three months reflected steady economic growth.”