Uptick in Inflation

    May 3, 2017

Trump, Tech, and Shareholder Yield


The first 100 days of the Trump administration posted the third best stock market performance for a first-term President since WWII. Thinking ahead...

    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 20, 2017

Uptick in Inflation Presents Opportunities


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

    Mar 16, 2017

Specter of Inflation Should Trigger Look at Commodity Exposure


Institutional investors have long incorporated commodities in their portfolios as a way to seek...

    Mar 7, 2017

Navigating Optimism and Uncertainty


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


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...

    Feb 16, 2017

Fiscal Stimulus Adds Inflationary Pressures?


The fourth-quarter earnings season shows S&P 500 firms are producing solid mid-single digit earnings-per-share (EPS) growth versus a year ago.