Insights
Showing 15 results:
Market Observations Years of Living Dangerously
Chief Economist Vincent Reinhart offers his 2020 macro outlook and current investment map.
Market Observations The Right Stuff?
Chief Economist Vincent Reinhart considers the downstream effects of US-China trade policy on the macro outlook.
Market Observations A Churchillian Moment
Chief Economist Vincent Reinhart provides an outlook for trade, the US economy and the Fed.
Market Observations Powell the Padawan
Chief Economist Vincent Reinhart examines the U.S. economy and the Fed’s change of heart.
Market Observations A Really Big Show
Chief Economist Vincent Reinhart details the Fed’s goal of keeping “all the plates spinning.”
Market Observations Into Thin Air
Chief Economist Vincent Reinhart discusses his views on the Fed’s steady climb.
Market Observations October Fright Fest
Chief Economist Vincent Reinhart reviews a recent slasher movie - Global Equity Markets in October.
Market Observations Trump, Trade, Twisters, and Trailer Parks
Chief Economist Vincent Reinhart reveals his expectations for the global economy and markets.
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Market Observations Beam Them Up, Scotty
The Active Fixed Income Investment Committee discuss the Federal Reserve's plodding course and outline avenues to live long and prosper.
Market Observations Conviction and the Courage that Comes with Coupon
We share our views on the medium-term cross currents in the bond market.
Market Observations Pass the Popcorn, Mr. President
Chief Economist Vincent Reinhart doesn't expect a significant impact from trade wars, but dramatic headlines will likely persist.
Market Observations Groundhog Day
The Active Fixed Income Investment Committee provides their thoughts and views on the February bond market.
Market Observations Déjà vu, All Over Again
The Active Fixed Income Investment Committee provides their thoughts and views on the current state of the bond market.
Market Observations Jingle, Jingle, Jingle
Recent activity data is upbeat, consumers appear confident, and meaningful fiscal impetus seems in motion in the US and, perhaps, elsewhere.
Market Observations Pilgrims' Progress?
Economic growth in advanced economies is broadly in sync and mostly outstrips that of potential output, adding to cost pressures.