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Beige Book: Window on Main Street | Weekly Economic Commentary | March 7, 2016
The latest Beige Book suggests that the U.S. economy is still growing near its long-term trend. However, Main Street’s latest assessment suggests that the manufacturing sector continues to be affected by a stronger dollar, weaker energy prices, and a slowdown in EM economies.
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Will Gold Continue to Shine? | Weekly Market Commentary | March 7, 2016
We see four primary drivers of gold prices: currency movements, inflation expectations, safe haven demand, and jewelry demand.
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An International Perspective | Bond Market Perspectives | March 1, 2016
Treasury yields, while low in a domestic historical context, remain relatively high compared with other major international government bond yields.
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Oil, Oil, Everywhere But Not a Drop To Buy | Weekly Market Commentary | March 1, 2016
The collapse in oil prices has impacted the entire equity market, an unusual pattern that is expected to eventually reverse.
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Too Soon For March Madness? | Weekly Economic Commentary | February 29, 2016
While the next FOMC meeting isn’t until mid-March, markets are already trying to decipher how the gap between the Fed’s forecast of the fed funds rate and the market’s expectations will be resolved.
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Municipal Check-In | Bond Market Perspectives | February 23, 2016
Municipal bonds have started 2016 on a strong note, despite lagging Treasuries.