The Fed’s Many Options for Tomorrow June 18, 2019

By Bryce Coward, CFA in Economy, Markets

Tomorrow will obviously be one of the most important news days of the year for financial markets with the Fed expected at the very least to signal that a rate cutting cycle is in the offing. Indeed, since the Fed last raised rates the yield…

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Mid-Quarter Update & Slides: Escalation June 04, 2019

By Knowledge Leaders Team in Economy, Markets, Portfolio Management

In this mid-quarter update, entitled “Escalation,” we discuss the backdrop of escalating trade wars and our belief that the environment is more favorable for US Treasury bonds relative to stocks. The trade war is escalating at a time of weakening global growth, thereby weighing further…

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The announced tariffs have come at a rather inopportune time, economically speaking. Back in 2018 when the US was slapping tariffs on washer machines and solar panels (January ’18), steel and aluminum (March ’18) and Chinese goods broadly (July ’18) the economy looked to be…

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