Archives for September, 2016

  1. September 26, 2016

      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 >>

  2. September 19, 2016

    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 >>

  3. September 12, 2016

      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 >>

  4. September 6, 2016

        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 >>