• Week in review

    Reflation trade | Output cut | Continued progress | Chart of the week: Rising rates and returns
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    Video: What are you really buying?

    Major stock indices hang near their all-time highs, while the number of public U.S. companies has plunged since the mid-1990s. What do these diverging trends mean for investors’ portfolios?
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    Video: Iceberg, right ahead!

    There’s a glacier out there. It isn’t going to sink your boat, but it is sitting in the middle of the household balance sheet, freezing the income on savings.
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    Week in review

    Rising yields | Output cut? | Gradual increases | Chart of the week: Diverging markets
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    Week in review

    Diverging performance | November surprise | Inflation ahead? | Chart of the week: Shifting expectations
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    Beyond the election

    For the second time in only a few months, a major voting decision has delivered an unexpected result. The victory of Donald Trump in the U.S. presidential election was largely unexpected and, following the old adage that “markets don’t like uncertainty,” may cause a global spike in volatility.
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    Week in review

    October surprise | Some further evidence | Wage increase | Chart of the week: Less productive
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    Week in review

    Recalibrating | Slight shift | Continued expansion | Chart of the week: Changing sentiment
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    Week in review

    Yield compression | Net inflows | Dovish hike | Chart of the week: Expected diminishing returns
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    Week in review

    Flat to slightly better | Growing divisions | Retail sales | Chart of the week: Declining production
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    Week in review

    Rising tides | Re-energized | Communication breakdown | Chart of the week: Loan inflows pick up
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    Week in review

    Decisively positive | Tentative agreement | Relative safety | Chart of the week: Moving together
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    Week in review

    Ongoing accommodation | Inventory decline | Hawkish no-hike | Chart of the Week: Slow and low
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    Week in review

    The return of volatility | Balancing act | New normal | Chart of the week: Loans' relative value
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    Week in review

    Go with the flow | Paid to borrow | Highly credible | Chart of the week: Manager performance gaps by strategy
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    Week in review

    Slow and steady | Time to move? | The long run | Chart of the week: Long-term lows
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    Week in review

    Steady rise | Rally cap | Mixed messages | Chart of the week: resilient energy
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    Week in review

    Relative value | Retail sales | Slowing productivity | Chart of the week: Global crude oil rebalancing
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    Week in review

    Relative stability | Another record | Improved outlook | Chart of the week: Middle market consistency
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    “Easy” is relative

    The Fed has made it clear it plans to follow December’s rate hike with further “removal of policy accommodation.” But just how much accommodation is there left to remove?
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    Week in review

    Slight gain | Middle market premium | Long shot | Chart of the week: Yield compression
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    Week in review

    Rotation trade | Slow but stable | Ongoing accommodation | Chart of the week: Lowered expectations for pension funds
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    Week in review

    Follow the money | Extraordinary transformation | Economic tailwind | Chart of the week: Ratcheting down
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    Iceberg, right ahead!

    There’s a glacier out there. It isn’t going to sink your boat, but it is sitting in the middle of the household balance sheet, freezing the income on savings.
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    Week in review

    Broad-based gains | Jobs surge | Wait and see | Chart of the Week: Keep calm and carry on
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    Comfortably insulated

    Britain’s vote to exit from the European Union has caught markets wrong-footed. We saw firsthand the negative effects of the overhang of macro events earlier this year – China’s slowing growth, falling oil prices and Federal Reserve policy speculation.
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    Week in review

    Follow the polls | Over and out | Below average | Chart of the week: Cutting the fat
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    Week in review

    Brexit concerns build | Lower for (even) longer | Structural shifts | Chart of the week: Retail investors miss out
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    Week in review

    Hunt for yield | Energy rally | Going negative | Chart of the week: Zero chance
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    Week in review

    Grinding higher | Supply drop | Giving pause | Chart of the week: Yields tighten amid subdued supply
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