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2020 Sector Outlook: The Macroeconomic Backdrop
To kick off 2020, we are providing our readers with a glimpse into this process with a new series featuring[…]
What’s Next After the US Airstrike in Baghdad?
The US drone strike that killed General Qassem Soleimani signals a major escalation of US-Iranian tensions.
Chart of the Week: US GDP and the Soybean Factor
Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed to a[…]
Will Global Assets Continue to Outperform? (Video)
While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]
Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)
One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]
Perspectives: Fed Funds Futures vs. Wall Street (Video)
Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]
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[…]
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[…]
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[…]
Turkish Referendum: Local Markets Rally, But For How Long?
So far, the market’s reaction to Turkey’s historic referendum on the adoption of a national presidential system on April 16[…]
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