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Rate Hike

Oct 06 2017

Year Of The G.O.A.T. ?

  • Oct 6, 2017

Entering 2017, we expected a stock market “melt-up” to the 2,550-2,600 level on the S&P 500—a move we thought might run into trouble by late summer.

Oct 06 2016

Markets & Election—All Risk And No Reward

  • Oct 6, 2016

The upcoming election is likely to have wide-ranging impacts on both monetary and fiscal policies and we expect election risk to overshadow the Fed policy risk for the time being.

Dec 08 2015

Impact Of The First Hike - This Time Might Really Be Different

  • Dec 8, 2015

At this point, the worst outcome for the risk markets would be no hike in December.