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Weekly Market Insights

Portfolio Compass

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 >>.

Inflation Insight

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 Preview

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.”
More >>.