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Market Insights

Notes on the Week Ahead—now on Amazon Alexa and Google Home

 

"Alexa, open Market Insights and play Notes on the Week Ahead." Now, listen to Dr. Kelly’s commentary on-command via Amazon Alexa or Google Home.

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Understanding the Fed balance sheet
The U.S. Federal Reserve (the Fed) has called a halt to the balance sheet reduction program earlier, and at a higher terminal level, than investors first anticipated.
1Q19 Earnings: Is the party almost over?
Markets have bounced back nicely in 2019 after a volatile December, but this has been driven almost entirely by the multiple expansions rather than fundamentals.
Brexit: A week of high drama and minimal progress
This week the House of Commons demonstrated that a clear majority of Members of Parliament (MPs) are not willing to leave the EU without a deal. Our view has always been that we would at some point end with a relatively soft Brexit.

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