Investment Outlook

Crystal Ball

Don’t Forget this Important Fact about the Yield Curve

Investors are asking why rates are so low and how much lower they might fall; better to ask whether low rates are still effective.

Tree Trunk

Slowing Growth Leaves Investors Expecting Further Rate Cuts

Despite the headline worries and higher volatility, we view the macro backdrop as sturdy enough to extend the economic expansion.

Wall Street columns

Tweet Trumps Fed

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

Tweet Trumps Fed

August 12, 2019

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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