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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[…]
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[…]
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[…]
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