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“Taking Stock of Technicals and Sentiment” | Weekly Market Commentary | October 17, 2016

“We take a closer look at market technicals and sentiment this week with the historically volatile second half of October upon us.”
Source: WEEKLY COMMENTARY

"Bob's Beige Book" | Weekly Economic Commentary | October 17, 2016

We examine the economic, political, and market landscape through the lyrics of Bob Dylan, who won the Nobel Prize for Literature last week.
Source: WEEKLY COMMENTARY

"Money Market Reform: Impact on Investors" | Bond Market Perspectives | October 11, 2016

“Money market reform goes into effect this Friday, October 14, 2016, and its impact has already been felt by markets.”
Source: WEEKLY COMMENTARY

“Third Quarter 2016 Earnings Preview: Growth Returns?” | Weekly Market Commentary | October 10, 2016

“We believe the earnings recession may have ended in the third quarter.”
Source: WEEKLY COMMENTARY

"Housing Check-In" | Weekly Economic Commentary | October 10, 2016

We continue to expect housing may add to GDP growth in 2017 and for the next several years.
Source: WEEKLY COMMENTARY

Market Insight Monthly | September 2016

“Economic reports received in September, which mostly reflect economic activity in August, broadly disappointed after signs of accelerating activity in the early part of the summer.” 
Source: WEEKLY COMMENTARY

"Fourth Quarter Preview: Déjà-Vu?" | Bond Market Perspectives | October 4, 2016

“The Federal Reserve is pointing to a December rate hike in 2016, similar to last year, but yields are lower and prices are higher than this time last year.”
Source: WEEKLY COMMENTARY

"Welcome to the Fourth Quarter" | Weekly Market Commentary | October 3, 2016

“Historically, the best quarter of the year is upon us.”
Source: WEEKLY COMMENTARY

"Trading Places" | Weekly Economic Commentary | October 3, 2016

As the election nears, we see how rules on international trade, and globalization as a concept, have impacted American politics.
Source: WEEKLY COMMENTARY

“How Can the U.S. Economy Start Living Up to Its Potential?” | Thought Leadership | September 2016

“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