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The Price of Safety | Bond Market Perspectives | August 16, 2016
Slow growth and negative interest rate policies have created an environment where it is difficult for bond investors to find value.
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Capex Conundrum | Weekly Economic Commentary | August 15, 2016
Like many other categories of GDP, business capital spending in the economic recovery that began in mid-2009 has lagged prior recoveries.
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Overseeing Poor Earnings Overseas | Weekly Market Commentary | August 15, 2016
Corporate earnings, the most important factor in market performance, were poor in developed foreign markets last quarter.
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With 100 Days Left in 2016, Should You Really “Sell Everything”? | August 11, 2016
Yesterday marked 100 trading days left in 2016, making today a nice chance to reflect on what has happened this year and what might happen for the rest of 2016.
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Market Update | August 11, 2016
U.S. averages are rebounding this morning as department store earnings give markets a boost; Macy’s and Kohl’s reported well-received results.
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Has Anything Changed? | Bond Market Perspectives | August 9, 2016
A strong July employment report caused Treasury yields to spike higher, but the broader message from the bond market has not changed.