-
FOMC FAQs | Weekly Economic Commentary | December 14, 2015
As of Monday, December 14, 2015, the fed funds futures market has priced in about an 80% chance of a 25 basis point (0.25%) rate hike at this week’s meeting.
-
What Does The High-Yield Sell-Off Mean For Stocks? | Weekly Market Commentary | December 14, 2015
Widening high-yield bond spreads preceded the start of the stock market downturns in 2000 and 2008, causing many to ask if the latest bout of high-yield weakness portends another downturn.
-
2016 Fixed Income Outlook: New Episode, Same Show | Bond Market Perspectives | December 8, 2015
High valuations, steady economic growth, and the lingering threat of Fed rate hikes may keep pressure on bond prices in 2016.
-
Back To A Routine: 2016 Economic Outlook | Weekly Economic Commentary | December 7, 2015
Our view is that the U.S. economy–as measured by real GDP–is likely to post growth of 2.5-3.0% in 2016.
-
No Pain, No Gain: 2016 May Require Tolerance For Volatility | Weekly Market Commentary | December 7, 2015
Although we expect average returns for stocks in 2016, the path to reach them will be anything but routine.
-
Portfolio Compass | December 2, 2015
Upgraded small foreign to neutral from negative/neutral. Downgraded small value from neutral to negative/neutral.