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The Fed’s Spring Surprise | Weekly Economic Commentary | March 21, 2016
The Fed’s rate hike plan for 2016 was at the center of the already heightened global economic uncertainties troubling the markets.
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Europe – Not Enough Growth | Weekly Market Commentary | March 21, 2016
Last year was difficult for European corporate earnings and stock market performance, with this year not appearing much better.
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Portfolio Compass | March 16, 2016
Downgraded healthcare to neutral/positive from positive. Upgraded long/short equities to neutral/positive from neutral.
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Will Eight Be Great for the Bull? | Weekly Market Commentary | March 14, 2016
The bull market celebrated its seventh birthday on Wednesday, March 9, 2016. S&P 500 earnings have more than doubled and provided a good deal of support for this bull.
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FOMC FAQs: All About the Dots | Weekly Economic Commentary | March 14, 2016
The Fed holds its second of eight FOMC meetings of 2016 this Tuesday and Wednesday, March 15-16, 2016.
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The Fed: Friend or Foe? | Bond Market Perspectives | March 15, 2016
The Fed poses a potential threat to the recent improvement of lower-rated, more economically sensitive bond sectors, such as high-yield bonds and risk assets overall.