Posted on September 25, 2017“Fed vs. Market” | Weekly Economic Commentary | September 25, 2017 “The market believes that the Fed will raise rates, though not to the extent that it says.”
Posted on September 20, 2017Portfolio Compass | September 20, 2017 “Lowered real estate view from neutral/positive to neutral; lowered municipal high-yield view from neutral to neutral/negative.”
Posted on September 19, 2017“Balance Sheet Ballyhoo” | Bond Market Perspectives | September 19, 2017 “The Fed is expected to offer details about when it will begin reducing its balance sheet this week.”
Posted on September 18, 2017“Update on Growth and Value Stocks” | Weekly Market Commentary | September 18, 2017 “Growth stock valuations appear rich; its run may be poised to pause or reverse.”
Posted on September 18, 2017“Why Isn’t Inflation Higher?” | Weekly Economic Commentary | September 18, 2017 “While inflation has been trending lower in recent months, the latest CPI report shows some upward momentum.”
Posted on September 12, 2017“High Yield: Finally Near Fair Value” | Bond Market Perspectives | September 12, 2017 “Recent bank lending standards data provide further support for high-yield fundamentals.”
Posted on September 11, 2017Market Insight Monthly | August 2017 “Economic reports released in August 2017, which mostly reflect economic activity in July, confirmed that the U.S. economy continued to exhibit steady growth at the start of the third quarter after a solid rebound in the second quarter.”
Posted on September 11, 2017“Strong European Earnings Are Keeping Europe Cheap” | Weekly Market Commentary | September 11, 2017 “After years of diminished earnings ended in the third quarter of 2016, European companies have begun seeing sustained growth in their bottom lines.”
Posted on September 11, 2017“Beige Book: Window on Main Street” | Weekly Economic Commentary | September 11, 2017 “The Beige Book suggests continued moderate economic growth.”
Posted on September 5, 2017“September Preview: Time for Volatility?” | Weekly Economic Commentary | September 5, 2017 “As the pace of life tends to pick up in September with kids back at school, the market is following suit with a month packed full of global events.”