Markets
Corporate Insiders Know When To Go Public
June 6, 2018
IPOs are good if you can get in on the initial offering, but don't expect outperformance in the years afterwards.
Our Research
Sample Our Reports, Presentations, & Market Insights
Markets
High Yield ETF Volume and Flows Update
June 6, 2018
High yield ETF volume and flows update
Markets
Investment Grade ETF Volume and Flows Update
June 6, 2018
An updated look at investment grade ETFs
Economy
Checking In On The Housing Market
June 6, 2018
An updated look at the housing market
Politics
Midterm Election Update
June 6, 2018
Many question how well the Republicans will do in the midterm election and whether their majority in the House of Representatives is at risk. Recent polling data has been trending in favor of Republicans.
Markets
Long-Term Outlook: P/E Ratio Back to 1881
June 6, 2018
A look the S&P 500 P/E ratio back to 1881.
Markets
Consumer Anxiety Low, but Spending and Credit Trends Slowing
June 5, 2018
Consumer searches (Google) indicate low anxiety, but deteriorating spending, credit, and business formation. Our nowcast for Q2 GDP resides at 3.12% year-over-year, below similar forecasts by the Atlanta and New York Fed.
Markets
Will Volcker Rule Rollback Save Financials?
June 5, 2018
Many are hoping the roll-back of the Volcker rule will provide the financial sector with a much-needed boost. It may have much wider implications.
Markets
U.S. Real Yields Stuck at Range Highs, Blame Slowing Global Growth
June 4, 2018
Blame slowing global growth for still low U.S. Treasury term premium and real yields. The U.S. may be growing at a moderately strong rate, but economists and bond investors are still very hesitant to join the chorus of optimism found within nearly...
Central Banks
Fed on Track Means No Relief for Emerging Markets
June 1, 2018
Emerging market equities will find no relief from the recent drop in Fed tightening expectations. Lael Brainard's remarks Thursday indicate the Fed is on track for 2-3 more rate hikes this year.
Markets
Consumer Credit Concerns on the Rise
May 31, 2018
Credit card delinquencies across the top 100 banks look poised to rise given languishing consumer search trends. We identify which states are more susceptible to rising interest rates and exposed to credit concerns.
Conference Call
Conference Call Replay – Contagion Risks on the Rise
May 30, 2018
A replay of our May 31, 2018 conference call.