Continuing with our “Policy Driven World” narrative, this past week we saw the Fed once again pass on an interest rate increase. Let’s take a look at why.
It's clear by almost any measurement that the U.S. economy is growing more dependent on the U.S. consumer.
In fact,… More >>
This week the Federal Reserve will meet in order to set the interest rate policy for the next several months. It's a 50/50 toss-up whether they raise interest rates by 25bp or continue to hold rates at their current level.
Inevitably, the Fed will need to address the same… More >>
Until last Friday, the S&P 500 had not moved up or down more than 1% in 46 days, which is the longest it’s stayed in such a tight trading range since July 2014, when we hit a 20-year record of 62 days. [i]
While the drop does not signify a breakdown in any one… More >>
Investors are pulling their funds from Europe and deploying capital in the U.S. and Emerging Markets, leading to a new record with $86.0B so far this year flowing out of European funds for the past six months. This represents more than two-thirds of last year’s inflows… More >>