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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,[…]
The Financial Advisor in Your Pocket
Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]
The Donald and the Dollar
From Election Day in November through the end of 2016, financial markets embraced the “Trump Trade,” pricing higher equities, higher[…]
Stomaching Subprime: Seeking Value in Auto ABS
Subprime. It’s the eight-letter word that turned into something of a four-letter word during the 2008 global financial crisis. Even[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
President Xi Jinping: His Own Man
Who is President Xi? How does he differ from his predecessors? What could his leadership mean for China and the[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
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