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Economic & Cycle Views
The Connected Consumer: 3 Key Themes
May 15, 2017•3 min read

The Connected Consumer: 3 Key Themes

Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they[…]
Alpha Engine Perspectives
Getting a Mortgage is Harder Than Ever
May 12, 2017•3 min read

Getting a Mortgage is Harder Than Ever

There’s an important debate bubbling among investors and policy-makers: have residential mortgage lending standards tightened too much for too long[…]

Mortgage & Structured Finance
Research Insights
Keystone Pipeline Suffers Rejection Syndrome
May 12, 2017•3 min read

Keystone Pipeline Suffers Rejection Syndrome

Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from[…]

Credit Research
Alpha Engine Perspectives
Bank Loans: 3 Key Things You Should Know
May 12, 2017•2 min read

Bank Loans: 3 Key Things You Should Know

Many characteristics make bank loans stand out from their fixed income peers, but here are three key factors we believe[…]

Full Discretion
Alpha Engine Perspectives
Global Banks – Who Is Swimming Naked?
May 12, 2017•4 min read

Global Banks – Who Is Swimming Naked?

The outlook for most large banks around the world remains favorable – one reason is that many global banks have[…]

Global Equity Opportunities
Alpha Engine Perspectives
European Banks: Be Mindful of Risks in 2017
May 12, 2017•3 min read

European Banks: Be Mindful of Risks in 2017

European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]

Global Equity Opportunities
Economic & Cycle Views
Warm Weather Distortions in US Economic Data
May 12, 2017•2 min read

Warm Weather Distortions in US Economic Data

November 2015 ranked as the 25th warmest November in the last 121 years. A warm spell like this can wreak[…]
Alpha Engine Perspectives
Japan: 5 Reasons to Be Optimistic Despite the Demographics
May 12, 2017•3 min read

Japan: 5 Reasons to Be Optimistic Despite the Demographics

Despite Japan's demographic challenges, I see several significant bright spots which bode well for the future.

Global Equity Opportunities
Alpha Engine Perspectives
Crude Oil: The Bane of a Commodity Trader’s Existence
May 12, 2017•4 min read

Crude Oil: The Bane of a Commodity Trader’s Existence

Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year.

Alpha Strategies
Alpha Engine Perspectives
US Housing: Prices Driven Up By Limited Construction & Strong Demand
May 12, 2017•3 min read

US Housing: Prices Driven Up By Limited Construction & Strong Demand

Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained[…]

Mortgage & Structured Finance
Research Insights
Oil Outlook for the Remainder of 2016
May 12, 2017•3 min read

Oil Outlook for the Remainder of 2016

I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth[…]
Research Insights
Shale: Producers Get Religion
May 12, 2017•4 min read

Shale: Producers Get Religion, But Uncertainty Remains

The answer to a fundamental question is becoming clearer: US oil production is likely going to be down dramatically in[…]
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