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Q&A: What You Should Know About China’s 19th Communist Party Congress
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some[…]
Is China’s Renminbi the New “Safe Haven” Currency in Asia?
Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted[…]
Small Businesses and the Employment Mismatch
In early August, the National Federation of Independent Business (NFIB) released a small business survey that revealed an upbeat assessment[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
Subprime Auto ABS: Focus on Fundamentals, Not Fear
The subprime consumer sector has come a long way since the dark days of the financial crisis. Borrowers, lenders and[…]
Don’t Give Up on Bank Stocks Just Yet
US bank shares are in a bear market. The KBW Bank Index fell 20% in 2018. That’s much worse than[…]
Let’s Get Technical: The Story Behind the Loan Market Swoon
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices[…]
Year in Review: Our Most Popular Posts of 2018
To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly, they reflect[…]
Can’t Build Them? Join Them: Rising Home Prices & Lack of Construction
There’s a tug of war brewing between housing costs and consumer budgets in the US. Single-family home prices have risen[…]
Nothing to See Here: Rising 10-Year Treasury Yields in Context
While the recent backup in 10-year Treasury yields may look stark on short-term charts (namely 1-year and 2-year charts), the[…]
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
The US corporate bond market reached a record $8 trillion at the end of 2017. The high followed a wave[…]
Three Strategies to Prepare for Rising Volatility
We all knew volatility couldn’t stay low forever, even with solid global growth and low inflation. Rising volatility is common[…]
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