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A Trump White House: Potential Impact on the Biopharmaceutical Industry
During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax[…]
A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
China: Currency Manipulator or Misunderstood?
The CNY has been weakening against the US dollar. But a weaker CNY doesn’t necessarily mean China is purposely devaluing[…]
Q&A: What You Should Know About China’s 19th Communist Party Congress
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
Subprime Auto ABS: Focus on Fundamentals, Not Fear
The subprime consumer sector has come a long way since the dark days of the financial crisis. Borrowers, lenders and[…]
Can’t Build Them? Join Them: Rising Home Prices & Lack of Construction
There’s a tug of war brewing between housing costs and consumer budgets in the US. Single-family home prices have risen[…]
Nothing to See Here: Rising 10-Year Treasury Yields in Context
While the recent backup in 10-year Treasury yields may look stark on short-term charts (namely 1-year and 2-year charts), the[…]
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
The US corporate bond market reached a record $8 trillion at the end of 2017. The high followed a wave[…]
Three Strategies to Prepare for Rising Volatility
We all knew volatility couldn’t stay low forever, even with solid global growth and low inflation. Rising volatility is common[…]
How the Spike in Volatility Punctured the “Short Vol” Trade
For most investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a tear. But that’s[…]
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