Rising yield curve not benefiting regional banks
As the 10-year U.S. Treasury yield is climbing above the 3% threshold, we are seeing the yield curve surge higher. The yield curve, as measured by the difference between the…
Read MoreRising yield curve not benefiting regional banks
As the 10-year U.S. Treasury yield is climbing above the 3% threshold, we are seeing the yield curve surge higher. The yield curve, as measured by the difference between the…
Read MoreReinforcing volatility is opportunity…
Our note yesterday highlighted that the current environment is likely to experience volatility. At this point of the economic cycle with the Fed raising rates, the question should not be…
Read MoreHomebuilder confidence unchanged in September
The National Association of Homebuilders (NAHB) Index showed builders remained optimistic about housing market conditions in the latest report.
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Trade war worries send stocks lower
Jonathan Golub, Credit Suisse chief U.S. equity strategist, and Tony Dwyer, Canaccord Genuity chief market strategist, discuss their market outlooks for the rest of the year and for 2019, as…
Read MoreThe Day Ahead, Tuesday September 18th
Following our call for a likely increase in short-term volatility, U.S. stock markets declined their most in a single-day in a month on Monday as increased fear over trade talks…
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