December 18, 2018 – Many of our clients are familiar with our economics-led investment process. It is essentially grounded in a view of the economic landscape, which we believe informs and drives financial markets over the long term. We rely heavily on this process to sort through the tremendous amount of news and information we
In the December issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, where he separates the signal from the noise—the useful from the irrelevant—in assessing the significance of the market’s whipsaw volatility of the last two months, and provides our outlook. In Focus by Chief Economist Luke Tilley explores
December 7, 2018 – The continued volatility in equity markets along with several other market signals have whipsawed the expectations for another Fed rate hike at their final meeting of the year on December 19. The probability of that hike as measured by fixed income traders in the Fed Funds Futures market has in recent
