With limited evidence of excess in the global financial system and mostly low interest rates around..

Macro Strategies, Market Outlook

Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some..

Macro Strategies, Sovereign Research, Emerging Markets, Currency

Current estimates show a significant gap between the rate expectations of Wall Street economists..

Macro Strategies, Video

The Federal Reserve’s balance sheet has been grabbing headlines recently, and with good reason: the..

Securitized Research, The Fed, Central Banks

In early August, the National Federation of Independent Business (NFIB) released a small business..

Macro Strategies

When talking with potential investors, a refrain we often hear is “I was burned by bank loans..

Bank Loans