Market Insight Monthly | October 2016
“Economic reports received in October, which mostly reflect economic activity in September, generally showed some bounce back after disappointing data last month.”
Source: WEEKLY COMMENTARY
“Economic reports received in October, which mostly reflect economic activity in September, generally showed some bounce back after disappointing data last month.”
Source: WEEKLY COMMENTARY
“The structural and demographic problems that will drive the deficit over the next several decades remain in place.”
Source: WEEKLY COMMENTARY
“Trends in fixed income markets signal that the economy is in good shape to weather a potential Fed rate hike in December.”
Source: WEEKLY COMMENTARY
“This week, in the spirit of Halloween, we discuss what might scare markets.”
Source: WEEKLY COMMENTARY
“The Chinese yuan was added to the International Monetary Fund’s basket of currencies, called Special Drawing Rights, on October 1, 2016.”
Source: WEEKLY COMMENTARY
“Rising inflation expectations coupled with slow economic growth (stagflation) may potentially benefit TIPS.”
Source: WEEKLY COMMENTARY
“In our election playbook, we discuss some investments that could possibly receive an election boost.”
Source: WEEKLY COMMENTARY
Both presidential candidates have discussed energy independence as a goal for their administrations, but is it viable?
Source: WEEKLY COMMENTARY
“Upgraded financials to neutral from negative/neutral. Downgraded consumer discretionary to negative/neutral from neutral.”
Source: WEEKLY COMMENTARY
“High-yield’s impressive year-to-date performance has left the market on the expensive side of fair value and susceptible to pullbacks related to equity market or oil weakness.”
Source: WEEKLY COMMENTARY