Weekly Market Insights
October 18, 2017 – “Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.” More >>.
MBS & The Fed
October 17, 2017 – Mortgage-backed securities (MBS) have been one of the best performing high-quality asset classes over the past month. More >>.
The 1987 Crash: A Not So Happy Anniversary
October 16, 2017 – We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C. More >>.
October 16, 2017 – The minutes from the Fed’s September policy meeting show a lively debate around inflation. More >>.
Stacking Up Global Rates
October 10, 2017 – U.S. yields have moved higher in recent weeks, buoyed by dealmaking in Washington, D.C. and central bank actions. More >>.
Time for a Stronger Dollar
October 9, 2017 – The dollar may benefit from fundamental factors such as divergent central bank policy in the near term. More >>.
“Third Quarter 2017 Earnings Preview”
October 9, 2017 – “Third quarter earnings season gets underway this week (October 9-13) and it should be another good one.” More >>.
A Tale of Three Markets
October 3, 2017 – The third quarter of 2017 was in many ways a tale of three markets for fixed income investors. More >>.
October 2, 2017 – October is historically the most volatile month for equities. More >>.
“Markets Buying Into Tax Reform”
October 2, 2017 – “We share some implications of the tax proposal and explore what some market-based barometers of tax reform show.”