Highlights Credit-led equity bull markets typically experience a two-year LBO and merger boom once the yield curve inverts We continue to think a meaningful inversion is still 1-3 years…
Read MoreThe Conference Board reported the Consumer Confidence Index ticked up in July to 127.4, from an upwardly revised 127.1 in June.
Read MoreAs the calendar turns to August, the week ahead features plenty of key economic data releases as well as an FOMC meeting. Investors will get an excellent look at whether…
Read MoreThe first look into the 2nd quarter Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy expanded at a very healthy 4.1% pace.
Read MoreFocusing on intermediate-term opportunity rather than near-term risk.
Read MoreSo far this week we have seen two reports on the health of the U.S. housing market and both reports were below expectations.
Read MoreHighlights Banks have been buying US government agency bonds far more aggressively then they have been buying US Treasury bonds As a result, the US government agency yield curve may…
Read MoreA tough news backdrop with a very positive fundamental framework. It is hard to imagine a more difficult trading environment due to worsening trade-war rhetoric, a sharp devaluation of the…
Read MoreSeveral key economic releases are due out this week that should help guide investors toward growth and monetary policy in coming months.
Read MoreInitial Jobless Claims dropped to the lowest level in almost 49 years last week.
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