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We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Educational hub featuring an expanding set of tools and information.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
The biggest problem in U.S. productivity growth has been a decline in investment spending.