“In anticipation of a large tax reform deal that has powered equity markets higher, the Treasury market has been oddly quiet. “
Month: December 2017
“When Overbought Is Bullish” | Weekly Market Commentary | December 18, 2017
“The bull market continues to march higher.”
“Forecasting Follies: Fed Hits Its Mark in 2017” | Weekly Economic Commentary | December 18, 2017
“In 2017, the Fed hit its mark for the expected number of rate hikes after missing by a wide margin in the prior two years.”
Portfolio Compass | December 14, 2017
“ƒIncreased stocks view from neutral to neutral/positive. Lowered bond view from neutral to neutral/negative. Increased large value view to neutral/positive. Lowered large growth view to neutral/negative. Lowered Treasuries view to neutral/negative.”
“Central Bank Steepener Ahead?” | Bond Market Perspectives | December 12, 2017
“We expect the fixed income market to be under pressure in the coming year.”
“Surprise, Surprise, Surprise!” | Weekly Economic Commentary | December 11, 2017
“Several economic surprise indexes hit multi-year highs in November.”
Weekly Market Commentary | “Corporate Beige Book: Upbeat As Expected” | December 11, 2017
“Companies remained generally upbeat during the third quarter earnings season, based on the LPL Research Corporate Beige Book Barometer.”
Market Insight Monthly | November 2017
“Economic reports released in November 2017, which mostly reflect economic activity in October, largely exceeded economists’ consensus expectations with several very strong reports pointing to potential acceleration.”
“2018 Fixed Income Outlook” | Bond Market Perspectives | December 5, 2017
“We expect the fixed income market to be under pressure in the coming year.”
“2018 Economic Outlook: Expect Better Growth Worldwide” | Weekly Economic Commentary | December 4, 2017
“We look for the global economy to expand at a healthy rate of 3.7% in 2018.”
