Weekly Market Commentary – June 25, 2018

The Markets What time is it? The yield curve may be the pocket watch of economic indicators. It’s been around for a long time and it’s often right, but not always. The yield curve is the difference between the interest paid on two-year government bonds and...

Weekly Market Commentary – June 18, 2018

The Markets Deal or no deal? Last week opened with heightened trade tensions between the United States and its allies. It closed with the United States imposing new tariffs on $50 billion of Chinese goods. The Chinese declared it was the start of a trade war,...

Weekly Market Commentary – June 11, 2018

The Markets G whiz! Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along with the heads of the...

Lessons from Quitaly | Bond Market Perspectives | June 5, 2018

KEY TAKEAWAYS Market reaction to Italy’s political woes was swift and pronounced, but ultimately overdone. Nonetheless, it highlighted key differences in investor perceptions of European countries’ risks. The Italy episode also exemplified the value of high-quality...