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How Additive Manufacturing Could Alter the Future of American Industry (Video)
Watch Anthony Forcione discuss an extraordinary technology – additive manufacturing, or what’s more commonly referred to as 3D printing.
Will Banks Beat the Stock Market? (Video)
Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]
The Geography of Income (Video)
Income is a key ingredient of long-term total return potential, but not all income is created equal. How can multi-asset[…]
Maybe Inflation Didn’t Ease: A Look at Trimmed-Mean Inflation
Core PCE inflation year over year eased from a recent high of 2.04% last July to 1.55% in March. This[…]
FOMC September Decision: Setting Up a Hike
To almost no one’s surprise, the FOMC changed no policy rates, and it kept its policy concerning its balance sheet[…]
Data Consistent with Another US Mini-Cycle
In our view, indicators suggest the economy is in the downturn phase of a mini-cycle—a period of slower economic growth[…]
Could Negative Interest Rates Lead to the End of Cash?
Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]
Finally, Fed Hikes Rates: Our Reaction to the Second Increase Since 2006
It wasn’t much of a surprise that the Federal Reserve announced a 25 basis point rate increase today – its[…]
What Will the Fed’s Balance Sheet Changes Mean for Agency MBS?
The Federal Reserve’s balance sheet has been grabbing headlines recently, and with good reason: the Fed’s three massive bond buying[…]
Jerome Powell Nominated for Fed Chair: Our Reaction
The Trump administration announced Jerome Powell as its choice for Federal Reserve Chair on November 2. The following are some[…]
What’s Driving the Future of the Auto Industry?
The global auto industry completed a successful year in 2016, driven by solid sales performance in the US, China and[…]
Top Ten Drivers of the US Dollar
I believe US dollar strength is likely to persist, largely driven by global growth, monetary policy and trade developments. However,[…]
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