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

Macro Strategies, Equity Research

Global growth has chugged along at a modest pace throughout 2017, and I expect more of the same..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

The Trump administration announced Jerome Powell as its choice for Federal Reserve Chair on..

Macro Strategies, Fixed Income, The Fed, Central Banks

The Argentine peso has depreciated by more than 40% since 2015, but I believe it is due for..

Currency

If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative..

Fixed Income, The Fed, Central Banks, Infographic

China’s 19^th Communist Party Congress is fast approaching. While the meetings are primarily a..

Macro Strategies, Sovereign Research, Emerging Markets