What’s Up This Week

What’s Up This Week

While everyone awaits the British Parliament’s decision on the proposed Brexit deal, European streets are erupting in anger. The voices of protestors in France are resonating elsewhere in Europe, and populism is back to dominating markets. Europe’s...
What’s Up This Week

What’s Up This Week

Oil’s deep dive is overdue for a bounce, and there is plenty in the news to trigger it this morning. Europe is juggling multiple crises from Brexit to the Italian budget. In the meantime, Presidents Trump and Xi will be meeting to discuss trade. Bouncing Off a...
What’s Up This Week

What’s Up This Week

Oil will continue to be in the news this week, and it will continue to impact inflation expectations. With risks of inflation fading, the Fed changed its tone, and Trump may have revealed more than he intended about a potential US-China trade deal. Rate Outlook...
What’s Up This Week

What’s Up This Week

Oil will dominate the news this week as the market absorbs OPEC’s decision and economists try to figure out what it means for inflation expectations. Higher PPI, Higher Yields US Producer Price Index (PPI) blew out all expectations, rising 0.6% month-on-month...
What’s Up This Week

What’s Up This Week

After a shaky start, we may finally have some respite from last month’s volatility. Everyone will be watching for a US-China trade deal and a conclusion to the Brexit negotiations. November will have no shortage of excitement in financial markets. More Talking...
What’s Up This Week

What’s Up This Week

It was difficult to maintain a positive return in a long-only portfolio last week, and there was no place to hide. Investment grade bonds and Treasuries finally did what they are supposed to do in times of market distress. Yields came down sharply since last week, and...