July 20, 2017
Let’s get to work. Friday’s US jobs report showed a gain of 222,000 jobs added in the month of June which was better than…
June 30, 2017
No fireworks this week. As everyone in the US gears up for a holiday weekend, the feel of summer is upon the markets as…
June 23, 2017
Welcome to the party. The big news this week is the addition of just over 200 stocks listed in the Chinese “A share” market (the…
June 15, 2017
Global central banks are not short on confidence.
June 09, 2017
Things can get hung up in a snap. That is probably what UK Prime Minister Theresa May is thinking.
May 30, 2017
When a local family recently sold its publicly traded oil and gas company, they shunned the typical Wall Street houses and went with an independent wealth…
May 30, 2017
The Federal Reserve released the minutes from their most recent meeting this week. In it was an answer to a question that has lingered over the market for some time – what to do with the $4.5 trillion of securities residing on their balance sheet after years of expansive monetary policy.
May 19, 2017
Well, isn’t that a peach? Impeach. That is the word that has been on the lips of those in Washington D.C. and blasted across media outlets.
May 05, 2017
It’s only temporary. That’s the opinion of Fed Chairwoman Janet Yellen of the poor first quarter GDP growth in the United States.
April 28, 2017
Perhaps the market sentiment that global trade was going to come to a halt was a bit premature. Many feared that the US would withdraw from all trade arrangements with its major trading partners.
April 20, 2017
In recent years, at our internal research meetings, we have discussed when the US economy would experience the later innings of the business cycle, and whether we would see the classic signposts that denoted the end of prior cycles. Our concern was that the longest running experiment in monetary policy would extend the low growth economy indefinitely, never getting too hot or too cold, but overshadowed by a consumer or business cycle that never really got going.
April 17, 2017
Just when President Trump starts to move towards status quo, things start to get hairy.
April 10, 2017
ATLANTA and DALLAS, April 10, 2017 /PRNewswire/ — Edge Capital Partners, an independent investment advisory firm with approximately $3 billion in assets under management, today announced the promotions of Whit Davis, Paul Robertson and Dennis Sabo to Partner.
March 27, 2017
So much of the market’s expectations for “reflation” in the economy is based upon the premise that a White House and Congress dominated by Republicans could work together to quickly pass legislation.
March 17, 2017
While there are many things going on around the world (the Dutch election in which the Euro-skeptic party won fewer than expected seats, the dovish read on the Federal Reserve after the expected rate hike, the no-action from the central banks in England, Japan, and Norway, etc), it is time for a little break.
March 10, 2017
The upcoming meeting of the Federal Reserve on March 14-15 has been the most telegraphed policy meeting in recent memory.
February 24, 2017
Don’t count out the Fed. With all the emphasis on the new administration’s fiscal policy, the release of the Federal Reserve’s meeting minutes this week came with little fanfare.
February 03, 2017
You can tell when the narrative has changed. Rewind to this time last year.
January 30, 2017
Perhaps President Trump is listening to the 1981 hit album from Olivia Newton-John Physical this week as he continues to press on the fiscal button.
January 26, 2017
Between tweeting and spectacle press events, the next four years will be entertaining yet volatile for the financial markets…
January 19, 2017
We have published a special report on “Preparing For A Trump Presidency” in addition to our Quarterly Outlook this quarter.
January 13, 2017
President-elect Trump remains central in decision for businesses and investors alike.
January 03, 2017
Confidence is high at the end of 2016.
December 29, 2016
For the last several years, historically low interest rates have provided the US government an attractive option to extend the average maturity of US Treasury obligations, saving taxpayers billions of dollars.
December 23, 2016
It’s a gift. Just a little extra before the start of the New Year.
December 01, 2016
In case you were wondering, that is how you pronounce the last name of President-elect’s pick for the U.S. Treasury post.
November 28, 2016
We give thanks for much including a parking spot at the mall.
November 21, 2016
The US Dollar is reaching levels last seen at the end of 2002.
November 11, 2016
Is the world upside down?
November 09, 2016
Once again, the people have spoken and the voices of America have decided on a new President.
November 01, 2016
We participated in an election update conference call this morning with Dan Clinton, Strategas’ Head of Political Research, and David Wasserman, the House Editor for The Cook Political Report. Read more about what Dan Clinton and David Wasserman had to say on the upcoming election.
October 25, 2016
Summary A week ago we touch on the impact of autonomous vehicles. It’s a world of possibility out there. We have to keep both our eyes…
October 20, 2016
The Wall Street expression that “markets climb a wall of worry” was certainly true during the third quarter. Despite Brexit, the opening of a contentious U.S. presidential election, a spike in interest rates, scattered police and racial violence, and another quarter of negative earnings growth, broad equity markets turned in one of the stronger third quarter performances in recent years.
October 14, 2016
It’s a world of possibility out there. We have to keep both our eyes and our minds open for it.
October 14, 2016
Money market reform has caused a significant shift in buyer demand for short-term capital.
October 07, 2016
Liquidity, liquidity everywhere except for the foreign exchange market in Asian trading hours overnight. That might seem like an obscure statement, but it has market moving consequences when combined with computer-driven trading programs.
September 30, 2016
This week OPEC surprised markets by taking action, supposedly. Reports indicate that a production cap has been set at 32.5mm barrels of production from the cartel responsible for about 40% of global supply.
September 23, 2016
With all the Fed chatter, not much has been said about the communication from the Bank of Japan (BoJ) this week.
September 21, 2016
Today’s decision puts the U.S. Federal Reserve clearly in the “extend and pretend” camp.