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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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Do President Trump’s trade threats spell doom for markets?
Market excitement about a resolution to the long-running U.S.-China trade dispute built ahead of (what were rumored to be) the final round of negotiations this week. However, comments from President Trump May 5 helped to dash that optimism.
Fixed Income: Why all the negativity?
A greater percentage of negative yielding bonds has reignited the hunt for yield as investors look for higher yields in riskier asset classes.
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.

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