“Despite a late-quarter rally, high-quality fixed income had a difficult start to 2018, but the ride over the remainder of the year could be smoother.”
“Despite a late-quarter rally, high-quality fixed income had a difficult start to 2018, but the ride over the remainder of the year could be smoother.”
“April will include several significant events that have the potential to be market movers.”
“This week’s Weekly Market Commentary recaps first quarter stock market performance, discusses some of the themes that were in play, and summarizes our outlook for the rest of the year.”
“The spread between the three-month London Interbank Offering Rate (LIBOR) and the Overnight Indexed Swap (OIS) has widened to its highest level since 2008.”
“We share our “Final Four Factors” for the stock market in 2018: economic growth, earnings, trade policy, and the midterm elections.”
“TBased on our analysis, the Beige Book continues to deliver a positive view of the U.S. economy. “
“Although sometimes markets react negatively to rate hikes, these increases tend to signal the Fed’s confidence in the U.S. economy.”
“Short-term high-quality bond yields have continued to increase since the lows seen in July 2016, and have moved sharply higher since September 2017.”
“The Fed’s overall assessment of the economy is expected to improve.”
“In the spirit of March Madness, we have compiled our “Sweet 16” for the markets.”