Uptick in Inflation

    Jun 27, 2017

The Reflation Trade

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An increase in inflation has been much anticipated, but slow to arrive. Following the November election, the so-called “reflation trade” sparked a sell-off in bonds, driving the...

    Jun 22, 2017

Tug-of-War: Fed Signals vs. Market Pricing

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As expected, the Fed raised the Fed Funds Rate by 25 bps at its June meeting. Committee projections...

    Jun 16, 2017

Central Banks, Rising Rates, and Inflation Surprises

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Currency-sensitive investors grappled with an onslaught of political events, central bank meetings, and the...

    Jun 14, 2017

Inflation: Too High, Too Low, or Just Right?

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Citing that the job market “has continued to strengthen,” the Fed raised rates by a quarter of a point on June 14.

    May 3, 2017

Trump, Tech, and Shareholder Yield

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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

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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

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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

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