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A Tale of Two Halves | Bond Market Perspectives | April 5, 2016
The Fed and inflation will be key themes to monitor in a coupon clipping environment where TIPS and high-yield bonds may add incremental value to bond portfolios.
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Checking In On Trade | Weekly Economic Commentary | April 4, 2016
The U.S. trade deficit has been a drag on overall GDP growth. However, the U.S. continues to steadily grow in its role as an exporter of services.
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Q1 2016 Earnings Preview: No More Excuses | Weekly Market Commentary | April 4, 2016
The earnings trajectory may be at a trough as pressure from oil weakness and U.S. dollar strength begins to abate. But that also means management teams’ popular excuses for explaining shortfalls won’t work anymore.
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Rising Bond Dealer Holdings | Bond Market Perspectives | March 29, 2016
Dealer inventories can affect the bond market, but less so than bond yields’ true drivers: economic growth, inflation, and Fed policy.
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March Employment Report Preview | Weekly Economic Commentary | March 28, 2016
The widely anticipated BLS Employment Situation report for March 2016 will be released on Friday, April 1, with readings on the unemployment rate and wage growth.
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Market’s March Madness | Weekly Market Commentary | March 28, 2016
The NCAA Men’s College Basketball Final Four is set. North Carolina, Oklahoma, Syracuse, and Villanova are headed to Houston, TX to determine this year’s hoops national champion.