In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios. In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates
August 8, 2018— Recent data have raised concerns about a slowdown in the housing market. After a solid 2017, in which both existing and new home sales posted their strongest readings since 2006 and 2007, respectively, 2018 has been a lackluster year in comparison. Sales of existing homes in the housing market, which account for
July 13, 2018— The slope of the yield curve has continued its relentless slide this month, with the yield differential between a 10-year and a 2-year Treasury bond falling below 0.27%. The closer this figure gets to zero, the more suspect investors become about whether the economy can withstand higher interest rates from the Fed.