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

Posted 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…

Read More

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

Posted 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…

Read More

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…

Read More