Global growth momentum has eased off the blistering pace seen late last year. However, many..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

There’s a tug of war brewing between housing costs and consumer budgets in the US. Single-family..

Securitized Research

Global growth has been less synchronized lately, but I’m not sounding the alarm. The US economy is..

Macro Strategies, Sovereign Research, Market Outlook

While the recent backup in 10-year Treasury yields may look stark on short-term charts (namely..

Fixed Income

Is a regime shift in monetary policy imminent? One might think so looking at the yield curve..

Fixed Income, The Fed, Central Banks

Ten years after the financial crisis, the return on equity of US banks is still 30% below..

Equity Research, Video