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Research Publication

“The Fed Is Moving Forward” | Bond Market Perspectives | January 30, 2018

“Jerome Powell will take over as Fed chair on February 3 and may continue the path of data-dependent, gradual rate hikes laid out by his predecessor, Janet Yellen.”
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Research Publication

“Records, Risk, and Returns” | Weekly Market Commentary | January 29, 2018

“The recent lack of volatility in the U.S. stock market has been historic on many levels.”
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Research Publication

“Beige Book: Window on Main Street” | Weekly Economic Commentary | January 22, 2018

“The Beige Book suggests continued moderate economic growth.”
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Research Publication

“Bond Market Not Stressing About Higher Yields” | Bond Market Perspectives | January 23, 2018

“Treasury yields have seen a significant increase since early September 2017, but credit markets aren’t showing any signs of stress.”
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Research Publication

“Fourth Quarter Earning Season: Off to a Good Start” | Weekly Market Commentary | January 22, 2018

“We expect a solid fourth quarter earnings season and believe a 14–16% year-over-year increase in S&P 500 earnings is achievable.”
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Research Publication

“Global Equity Market Outlook: Favor U.S. and EM” | Weekly Market Commentary | January 16, 2018

“2017 was an excellent year for international equities, particularly EM.”
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Research Publication

“A Global View on Fixed Income” | Bond Market Perspectives | January 16, 2018

“Dollar weakness in 2017 helped propel unhedged foreign developed bonds and U.S. dollar-denominated EMD to strong performance.”
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Research Publication

“Global Growth Expected to Continue in 2018” | Weekly Economic Commentary | January 16, 2018

“Global economic growth was stronger than expected in 2017, and we  anticipate moderate acceleration in 2018.”
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Research Publication

“Better Growth, New Tax Law Drive Strong Finish to the Year” | Market Insight Quarterly | Fourth Quarter 2017

“Data point to a U.S. economy that has picked up some speed.”
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Research Publication

Market Insight Monthly | December 2017

“Economic reports released in December 2017, which mostly reflect economic activity in November, largely exceeded economists’ consensus expectations and suggested continued steady growth in the U.S. economy. “