Economic Commentary
2020
2019
2018
2017
2016
2015
2014
2013
2012
- Q4 2012 – “Don’t Fight the Fed!”
- Q3 2012 – “We’re Flirting With Disaster, Ya Know What I Mean?”
- Q2 2012 – “To a Starving Man, A Radish is a Feast”
Fixed Income Commentary
2020
2019
- November 2019 – Rate Cuts to the Rescue
- October 2019 – Bond Returns and Leaves Both in the Red
- September 2019 – How Low Can They Go?
- August 2019 – Merely an Insurance Policy?
- July 2019 – Bonds Still Hugely Impacted by GFC of ’08
- June 2019 – It’s Raining Tarrifs
- May 2019 – Inching Along
- April 2019 – Markets Cheer the Fed’s Pivot
- March 2019 – The Pause That Refreshes
- February 2019 – It’s Back!!!!
- January 2019 – Risk On, Risk Off
2018
- November 2018 – Feelin’ Hot, Hot, Hot
- October 2018 – Fed Keeps on Truckin’
- September 2018 – Does an Inverted Yield Curve Matter?
- August 2018 – As Good As It Gets?
- July 2018 – Trade Wars, Who Wins?
- June 2018 – Pressure Pushing Down on Me, Pushing Down on You
- May 2018 – Over the Rain “Bow”
- April 2018 – Trade Wars, Cold Wars, and the Fed
- January 2018 – Ringing Out the Old
2017
- November 2017 – Tug of War
- October 2017 – Trick-or-Treat
- September 2017 – Complacency
- August 2017 – The Dog Days of Summer
- July 2017 – Watching the Paint Dry
- June 2017 – “Not Going Anywhere?”
- May 2017 – Tapering on the Horizon
- April 2017 – “Sideways”
- March 2017 – Time to Pay the Piper
- February 2017 – Caution
- January 2017 – A Tale of Two Halves
2016
- December 2016 Fixed Income Commentary
- November 2016 Fixed Income Commentary
- October 2016 Fixed Income Commentary
- September 2016 Fixed Income Commentary
- July 2016 Fixed Income Commentary
- June 2016 Fixed Income Commentary
- May 2016 Fixed Income Commentary
- April 2016 Fixed Income Commentary
- March 2016 Fixed Income Commentary
- February 2016 Fixed Income Commentary
- January 2016 Fixed Income Commentary
2015
- December 2015 Fixed Income Commentary
- November 2015 Fixed Income Commentary
- September 2015 Fixed Income Commentary
- August 2015 Fixed Income Commentary
- July 2015 Fixed Income Commentary
- June 2015 Fixed Income Commentary
- May 2015 Fixed Income Commentary
- April 2015 Fixed Income Commentary
- March 2015 Fixed Income Commentary
- February 2015 Fixed Income Commentary
- January 2015 Fixed Income Commentary
2014
- December 2014 Fixed Income Commentary
- November 2014 Fixed Income Commentary
- October 2014 Fixed Income Commentary
- September 2014 Fixed Income Commentary
- August 2014 Fixed Income Commentary
- July 2014 Fixed Income Commentary
- June 2014 Fixed Income Commentary
- May 2014 Fixed Income Commentary
- April 2014 Fixed Income Commentary
- March 2014 Fixed Income Commentary
- February 2014 Fixed Income Commentary