Cold Turkey
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
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Don’t fear the repo
Monday’s spike in the repo rate is not extraordinarily worrisome, given both the context surrounding its timing and the availability of potential remedies.
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
Is now the time for value?
The past few weeks have seen momentum and growth trades come under pressure, with value outperforming growth.
What is going on with Brexit now?
Following this shake-up, the odds of a no-deal Brexit, not so long ago a strong possibility from the hardline Conservative administration, have declined.
Will rate cuts push inflation higher?
One of the reasons the Fed has justified cutting interest rates is the lack of inflationary pressures in the domestic economy. Indeed, core PCE has averaged just 1.6% over the past decade, below the Fed’s 2% target.
Why is income from fixed income harder to come by?
It suggest we need to be creative about how we cobble together diverse and sustainable income streams for our clients.
Does the yield curve inversion signal trouble ahead?
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
What does a Fed rate cut mean for the Dollar?
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.
Do Powell's recent comments change our market outlook?
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.