China's President Xi Jinping is not a newcomer to the world political stage. But now, nearly five..

Macro Strategies, Sovereign Research, Infographic

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

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

Macro Strategies, Sovereign Research, Emerging Markets

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

Macro Strategies, Market Outlook