One of the highlights of the second quarter for me was making upward revisions to forward earnings..

Macro Strategies, Video

Global credit and equity markets have outperformed the US so far this year. While volatility in..

Fixed Income, Video

In late May, OPEC (Organization of the Petroleum Exporting Countries) and non-OPEC oil producers..

Commodities

UK politics are not stable after last week’s general election. When Prime Minister Theresa May..

Macro Strategies, Sovereign Research, Brexit Beat

This week’s Federal Reserve Open Market Committee (FOMC) meeting will be anything but boring. The..

Macro Strategies, The Fed, Central Banks, Infographic

Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far..

Commodities