The current equity bull market has been chugging along, enjoying unusually low volatility in recent..

Macro Strategies, Equity Research

The burning question for equity investors is: what will happen to earnings in 2017? We estimate..

Equity Research

The global average equity risk premium (ERP)–is 6.5%.

This is good news for equity investors. With..

Equity Research, Chart of the Week

The income potential of equities is positive right now – especially in this low interest rate and..

Equity Research, Chart of the Week

What do rate hikes portend for the equity markets?  Let’s do the numbers.

We examined the past..

Equity Research, The Fed, Central Banks