Conference Call Thursday – Yield Curve Inversion, the Economy and the Fed
Join us for our conference call on Thursday, March 28, 2019 at 9 AM CT. ... Read More
Join us for our conference call on Thursday, March 28, 2019 at 9 AM CT. ... Read More
Join us for our conference call on Thursday, March 28, 2019 at 9 AM CT. ... Read More
Our top posts from the last week. ... Read More
The stock market thinks everything is fine. The bond market sees trouble.... Read More
A quick glimpse of the equity smart beta universe... Read More
Will volatility ever return?... Read More
The markets and economists have very different outlooks on the economy.... Read More
Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
A look at Treasuries, corporates, agencies, munis and open market paper.... Read More
A home may be the biggest purchase most people make in their lives, but households' stock ownership has actually surpassed home equity since the housing crash.... Read More
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More
Over 40% of FDIC deposits in the U.S. are uninsured.... Read More
Selected charts and excerpts from our research over the past week... Read More
On Monday S&P Dow Jones released their annual SPIVA report, comparing actively managed funds against their benchmarks. The results do not paint a pretty picture of active management.... Read More
Join us for our conference call today at 9 AM CT. ... Read More
Yesterday the CFTC published current Commitments of Traders data for the first time since the government shutdown. We examine traders' net positions in Treasuries and currencies.... Read More