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Chart of the Week: US GDP and the Soybean Factor
Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed to a[…]
Will Global Assets Continue to Outperform? (Video)
While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]
Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)
One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]
Perspectives: Fed Funds Futures vs. Wall Street (Video)
Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]
How Additive Manufacturing Could Alter the Future of American Industry (Video)
Watch Anthony Forcione discuss an extraordinary technology – additive manufacturing, or what’s more commonly referred to as 3D printing.
Will Banks Beat the Stock Market? (Video)
Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]
The Geography of Income (Video)
Income is a key ingredient of long-term total return potential, but not all income is created equal. How can multi-asset[…]
Maybe Inflation Didn’t Ease: A Look at Trimmed-Mean Inflation
Core PCE inflation year over year eased from a recent high of 2.04% last July to 1.55% in March. This[…]
FOMC September Decision: Setting Up a Hike
To almost no one’s surprise, the FOMC changed no policy rates, and it kept its policy concerning its balance sheet[…]
Data Consistent with Another US Mini-Cycle
In our view, indicators suggest the economy is in the downturn phase of a mini-cycle—a period of slower economic growth[…]
Could Negative Interest Rates Lead to the End of Cash?
Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]
Finally, Fed Hikes Rates: Our Reaction to the Second Increase Since 2006
It wasn’t much of a surprise that the Federal Reserve announced a 25 basis point rate increase today – its[…]
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