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Sep 08 2016

Rate Hike In Limbo—Positive For Risk Assets

  • Sep 8, 2016

Whether rates hike in September or December, we know the Fed will be very supportive of the market and the biggest beneficiaries will likely be EM and higher-yielding assets.

Mar 06 2014
Jun 06 2013

10-Year Still Range Bound Between 185-245 But Expect Higher Volatility

  • Jun 6, 2013

We think the 10-year yield will likely consolidate around 200-215 before taking a shot at 245. The 245 level looks like a strong barrier and will likely hold in the foreseeable future.

Aug 07 2012

Lowered Expectations — Policy Effectiveness

  • Aug 7, 2012

For central bank policy effectiveness, global economic growth, interest rates, and inflation. While lowered expectations are a good thing in the near term, long term return expectations for most asset classes should be lowered too.