Rising Interest Rates

    Mar 23, 2017

Capital Structure Seniority with a Side of Lower Volatility

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Late last year, three-month LIBOR surpassed 1%, making LIBOR floors a thing of the past.

    Mar 20, 2017

Hesitancy Looms over Financial Markets

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U.S. government bonds have been on a bit of a ride. Late in February, they rallied, and U.S. ten-year treasury yield fell to 2.313%, its lowest close since...

    Mar 16, 2017

Upside Breakout in Treasury Yields

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We’ve had an upside breakout in Treasury yields, and we expect it to continue with a growing economy and Fed rate hikes ahead. Rising interest rates is one of our themes for...

    Mar 7, 2017

Navigating Optimism and Uncertainty

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The early days of the Trump era find the pulse of the business community in an unusual place—the co-existence of both historically high optimism and uncertainty.

    Mar 2, 2017

A Change in the Interest-Rate Cycle

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Today’s bull market in the U.S. ranks as the third longest bull market for bonds in history and the second largest drop in interest rates. As a consequence...

    Jan 31, 2017

Reagan vs. Trump: Parallels, Implications, and Results

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The election of Washington outsider, Donald Trump, who pledged to “Make America Great Again”, has led to...