Rising Interest Rates

    May 24, 2017

Time to Go Small?


Big vs. small – it’s one of those fundamental investing debates that goes on forever and is never completely settled. Just possibly, it’s the wrong question...

    May 4, 2017

Markets Are on the Move


The S&P 500 Index is up 7.4% year-to-date. And, at just under 2,400, is close to the 2,425 median year-end estimates among Wall Street strategists...

    Apr 28, 2017

Duration: Not Debunked, Just Practically Applied


When will interest rates rise and by how much? This question has been analyzed and debated continuously over...

    Apr 25, 2017

High-Yield Default Rates Drop


High-yield default rates are moving lower, according to Moody’s. A growing economy, a recovery in profits, and oil prices well above winter 2016 levels have supported a...

    Apr 20, 2017

Uptick in Inflation Presents Opportunities


Recent inflation data was lower than expected. Now, some of this reflected cell phone plans and a...

    Apr 12, 2017

Disentangling Cycles from Time


Deep into the expansion phase of an economic cycle, the classic pattern involves Fed tightening, yield-curve flattening, rising rates, and tightening credit spreads.

    Apr 10, 2017

CEOs, CapEx, and Correlations


CEO confidence has risen in recent months, and that has typically led to increased capital spending when sustained and coupled with growing profits and a full order book...

    Apr 6, 2017

S&P Rises Despite Health Care Setbacks


The S&P 500 rose 5.5% in the first quarter and managed to finish less than 2% from its all-time high, despite setbacks in health care legislation. There was a notable absence...