Uptick in Inflation

    Aug 15, 2017

Equity Markets Resume Their Upward Trek


Global markets began the month slowly, as the European Central Bank and the Bank of Japan started taking a more...

    Aug 7, 2017

Recent Weakness in Inflation – Is It Short Lived?


A strong labor market and stable/rising commodity prices are the primary drivers behind rising inflation trend...

    Jun 27, 2017

The Reflation Trade


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


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


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?


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


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...