Interest rates back up as news settles The 10-year Treasury yield recovered much of its recent decline as fundamentals still point to higher future interest rates. Economic commentary June 11, 2018 economic growthinflationinterest ratesmarket commentary
Stay disciplined when outside events drive volatility Fear grips the markets against a backdrop of strong economic fundamentals Capital market impact March 10, 2020 economic growthmarket commentary
The coming COVID-19 recession It’s likely that the peak of the current expansion and the start of the next recession will be dated in March. Economic commentary March 27, 2020 consumer spendingeconomic growthinflationinterest rates
The Fed goes all in The Fed has gone all in to mitigate the negative impacts of the COVID-19 pandemic on the economy and financial markets. Daily economic commentary March 16, 2020 economic growthmarket commentary
Market Swings and Coronavirus: 4 Facts Clients Need to Know Amid market volatility, investors should remain calm and not respond to the headlines. Daily economic commentary March 10, 2020 coronavirusinterest ratesmarket commentarymarket swings
Market reaction moving from “disorderly” to “panic” The risk-off environment shifted abruptly over the weekend from disorganized to panic Capital market impact March 9, 2020 economic growthinvesting strategiesmarket commentary
February Monthly Dashboard: Coronavirus is a wildcard for the economy and financial markets The coronavirus outbreak has increased risks for the global economy and has upset trade flows. Economic commentary February 28, 2020 consumer spendingeconomic growthinflationinterest rates
Equity investors adopt “glass half full” mindset Market momentum continues despite uncertainty in the global economy from the ripple effects of the coronavirus Capital market impact February 19, 2020 economic growthinvesting strategiesmarket commentary
December Monthly Dashboard: Trend growth and (perhaps) reduced downside risks heading into 2020 Recent geopolitical events have reduced downside risks for the near term economic outlook. Economic commentary December 27, 2019 consumer spendingeconomic growthinflationinterest rates
Wall of worry begins to crumble Equity markets gained for the ninth week in ten as the wall of worry that has clouded markets for the past several years began to crumble Capital market impact December 16, 2019 economic growthinvesting strategiesmarket commentary
