Markets

Are We on the Same Page Yet? Tailwind for US Treasuries April 10, 2019

Posted by Steven Vannelli, CFA in Markets

The IMF made news yesterday by announcing its latest updates to 2019 GDP growth around the world. It guided global growth down and made an especially large cut to Eurozone growth estimates, bringing them down 30bps since January to 1.3%. They also took their estimates…

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The Credit Markets Have Stalled February 15, 2019

Posted by Steven Vannelli, CFA in Markets

Credit markets often move before the equity markets, and this can offer helpful information about the near-term path of equity prices. In general, I like to see credit confirming what the equity markets seem to be saying. When credit stalls, like it is now, I…

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