Search
Newsclips
All Eyes on RMB
October 8, 2018
Chinese markets reopened with stocks on their heels and the yuan back at its weakest levels since mid-August. Markets will be watching closely for any signs that the PBOC is taking stronger measures to support the currency.
Newsclips
Q3 2018 Earnings Update
October 8, 2018
Q3 2018 earnings season is underway. Another big quarter is expected and presumably already priced in. Some of the unusual patterns due to corporate tax cuts are starting to wear off.
Newsclips
Midterm Update: Kavanaugh Effect Continues
October 8, 2018
The Kavanaugh confirmation process continues to have an effect on the midterm election.
Newsclips
The Supreme Court Votes In Perspective
October 8, 2018
The Kavanaugh vote was one of the closest in history. This is no surprise given how politically polarized the Senate has become.
Newsclips
What We’re Reading
October 8, 2018
Today's topics include stocks vs. yields, Chinese monetary policy, concern for the housing market, problems in Italy, financial advisors' falling fees and coding in the banking industry.
Newsclips
Cartoons
October 8, 2018
Newsclips
Revisiting The Change In The Stock/Bond Relationship
October 5, 2018
We believe the stock/bond relationship is transitioning from a deflation mindset back to a 1970s to 1990s inflation mindset. Such transitions are long and messy. These transitions also make the most important decision in investing, the asset allocation decision, the hardest.
Newsclips
Midterm Update: Kavanaugh Is Having an Effect
October 5, 2018
The betting markets and polls are turning in favor of the Republicans as the Kavanaugh nomination process wears on.
Newsclips
No Red Flag in Small Cap Underperformance
October 5, 2018
Small cap equities have lagged their larger peers by the most in 8 years, but this is not waving any red flags for U.S. equities in general.
Monthly Reports
Employment In Pictures – Hurricane Florence Takes a Surprising Toll from the Workforce
October 5, 2018
In the typical September payroll survey period, an average of 85,000 people will miss work for weather-related reasons. Hurricane Florence managed to keep almost 300,000 people from work.
Newsclips
What We’re Reading
October 5, 2018
Today's topics include rising yields, bank profitability, productivity, global economic growth, Kudlow's comments on the Fed and Trump, China's exposure to non-energy commodities, Italian bond yields and short-termism.