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Portfolio Compass | May 06, 2015
Upgraded energy sector and energy commodities to neutral/positive from neutral.
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Made In Europe | Bond Market Perspectives | May 05, 2015
Europe bond weakness spilled over to the U.S. as investors look past week domestic data and forward to a better second half of 2015.
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Consumer Consistency | Weekly Economic Commentary | May 04, 2015
Since the peak in oil prices in June 2014, consumers saved some, spent some on nonessential items, and paid down some debt, even as measures of consumer sentiment soared.
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Emerging Markets May Make A Good Draft Pick To Add To Portfolios | May 04, 2015 | Weekly Market Commentary
We believe emerging markets (EM) score well when evaluated along some of the same criteria that NFL football teams use to assess potential draft picks:speed, strength, value, upside potential, and character.
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Cross Currents | Bond Market Perspectives | April 28, 2015
Intermediate to long-term Treasury yields increased by 0.01% to 0.11% for the week ending April 24, 2015, despite weaker economic data.