EURUSD should be rangebound
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
How real estate and infrastructure can enhance returns and reduce volatility
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Armageddonists and the portfolio cost of fear, 2010-2019
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Measuring book yield correctly
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.