Category: Macro Market Movers

  • A Historic Quiet for Rates

    A Historic Quiet for Rates

    10-year Treasury yield has bounced around in a 23-basis point (bps) (.23%) range year to date, the second-smallest range at this point in the year since 1974.

  • Slow, But Steady

    Slow, But Steady

    While muted growth in the current economic expansion has been frustrating at times, especially after a swift and painful downturn amid the 2008 financial crisis, it has helped extend the life of this cycle and keep excesses in check.

  • March Higher?

    March Higher?

    “March comes in like a lion, goes out like a lamb.” What a start to 2019, with the S&P 500 Index up 11.1% after the first two months of 2019 for its best start to a year since 1991. Although we continue to expect the next 10% gain to be quite tough, the good news…

  • Consumer, Business Spending Propel Solid GDP Growth

    Consumer, Business Spending Propel Solid GDP Growth

    After a month-long delay, investors finally have crucial context on economic growth through the end of 2018.

  • Why a Green January and February Have Bulls Smiling

    Why a Green January and February Have Bulls Smiling

    After gaining 7.8% in January, the S&P 500 Index has added another 3.3% so far in February for a grand total year-to-date return of 11.4%. With two days to go, currently, this is the best first two months of the year since 1987

  • Investment-Grade Debt Shines as Fixed Income Sweet Spot

    Investment-Grade Debt Shines as Fixed Income Sweet Spot

    Over the past three months, investment-grade (IG) corporate debt has posted its strongest rally in more than two years as investors look for the sweet spot between quality and risk in fixed income.