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Market Outlooks
Weekly Market Compass: Three key takeaways from the Fed’s Monetary Policy Report
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In last week’s blog, I noted that what I would be following most closely that week was the release of the Federal Reserve’s Monetary Policy Report, because it provides insight on what the Fed is thinking. On Friday, the Fed released this semi-annual report in advance of Fed Chair Jay Powell’s Humphrey-Hawkins testimony before Congress on Feb. 11 and 12.
Market Outlooks
Weekly Market Compass: Three issues that could keep global markets reeling
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Last week was a momentous one for markets, with coronavirus fears gripping markets and creating a risk-off environment. Stocks sold off while yields on government bonds also fell.
Market Outlooks
Weekly Market Compass: Assessing the market impact of the Wuhan coronavirus
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The outbreak of novel coronavirus in Wuhan, China, and in pockets around the world has garnered significant public concern, and the global financial market is on edge. We have received numerous questions about the potential impact to investors and how the economic effects of the coronavirus might compare to past outbreaks such as the spread of SARS (Severe Acute Respiratory Syndrome) in 2003.
Market Outlooks
Weekly Market Compass: The US-China trade deal presents a paradox for markets
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Last week, the US and China signed their Phase 1 trade agreement. This trade deal is a paradox — in my view, it is both inconsequential and yet extremely important.
Market Outlooks
Weekly Market Compass: What could the US-Iran conflict mean for investors?
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After the US killing of Qassim Suleimani on Jan. 3 and Iran’s retaliatory, non-lethal missile strike against two US military facilities in Iraq on Jan. 7, the situation appears to have de-escalated. However, investors continue to worry about the potential for this conflict between the US and Iran to worsen. We do not believe that a war is likely at this juncture, but it is important to understand the potential effects that such a worst-case scenario could have on the markets.
Market Outlooks
Weekly Market Compass: Amid a host of central bank developments, one constant remains: global market pressure
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Four central banks revisit policy, plus two new reports point to a continued global slowdown
Market Outlooks
The Market Has a Math Problem
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The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
Does China Hold the Keys to a Global Economic Bounce?
A late '90s-style reacceleration may not be in the cards.
Market Outlooks
Weekly Market Compass: Beyond the yield curve - Other economic indicators to watch
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These metrics can provide a bigger picture of the US economy, but tariffs remain the ‘wild card’.
Market Outlooks
Weekly Market Compass: The making of a classic suspense movie shows us that confidence can’t trump reality
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One of my all-time favorite movies is “Jaws,” an iconic American summer movie about a great white shark that terrorizes a seaside New England resort town. Maybe it’s because I like the musical score, or maybe it’s because I like hearing my last name interspersed throughout the movie (a particularly noteworthy line is “Hooper drives the boat, Chief”), but I can be found watching the movie at least several times each summer.
Market Outlooks
What's the Price of Uncertainty?
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Uncertainty & demographics put a premium on cash flow.
Market Outlooks
Weekly Market Compass: What does the fragmented parliamentary election mean for Europe?
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All eyes were on Europe this past week. First, UK Prime Minister Theresa May announced her resignation. Then the European parliamentary elections took place. Here are the key takeaways from a momentous week for the European continent.