"Welcome to the Fourth Quarter" | Weekly Market Commentary | October 3, 2016
“Historically, the best quarter of the year is upon us.”
Source: WEEKLY COMMENTARY
“Historically, the best quarter of the year is upon us.”
Source: WEEKLY COMMENTARY
As the election nears, we see how rules on international trade, and globalization as a concept, have impacted American politics.
Source: WEEKLY COMMENTARY
“Why is the world’s greatest economy struggling to live up to its potential? And, perhaps more importantly, how do we fix it?”
Source: WEEKLY COMMENTARY
“Mortgage-backed securities (MBS) may offer additional value versus Treasuries in a range-bound or rising rate environment.”
Source: WEEKLY COMMENTARY
“The Five Forecasters favor the continuation of the current economic expansion and bull market.”
Source: WEEKLY COMMENTARY
The LEI provides a valuable monthly guidepost regarding where we are in the economic expansion.
Source: WEEKLY COMMENTARY
“As expected, the Federal Reserve’s (Fed) policymaking arm, the Federal Open Market Committee (FOMC), opted not to raise rates at the conclusion of its two-day policy meeting on Wednesday, September 21.”
Source: WEEKLY COMMENTARY
“Downgraded telecom to negative/neutral from neutral. Upgraded mortgage-backed securities and bank loans to neutral/positive from neutral.”
Source: WEEKLY COMMENTARY
“The municipal bond market is dealing with a surge of supply of epic proportions, both from new issuance and existing supply in the secondary market.”
Source: WEEKLY COMMENTARY
“By nature, emerging markets (EM) have greater risks, but they also have attractive attributes relative to developed foreign markets.”
Source: WEEKLY COMMENTARY