Economic Commentary

2020

• • Q2 2020 – “Wild World”
  • Q1 2020 – “A Quarter We’ll Never Forget”

2019

• • Q4 2020 – “It was a very good year”
  • Q2 2019 – “Long train running”
  • Q1 2019 – “It will fluctuate my boy, it will fluctuate”

2018

• • Q4 2018 – “I shake it off, I shake it off”
  • Q3 2018 – “And the Cracks Begin to Show”
  • Q2 2018 – “Just When I Think I Learned the Way to Live, Life Changes”
  • Q1 2018 – “We’re Sending You Back to the Future!”

2017

• • Q4 2017 – “A Tom Petty Market”
  • Q3 2017 – “Let the Good Times Roll”
  • Q2 2017 “Don’t You Let That Deal Go Down”
  • Q1 2017 – “Turn and Face the Strange”

2016

• • Q4 2016 “The Waiting is the Hardest Part ”
  • Q3 2016 – Days of Future Past
  • Q2 2016 – Just a Box of Rates
  • Q1 2016 – “Ch-Ch-Ch-Ch-Changes”

2015

• • Q4 2015 – “To Everything (Turn, Turn, Turn)”
  • Q3 2015 – “Wait Until That Deal Come Round”
  • Q2 2015 – “I Want a New Drug”
  • Q1 2015 – “This is Like Deja Vu, All Over Again

2014

• • Q4 2014 – “Patience is Power”
  • Q3 2014 – “Sign, Sign, Everywhere a Sign”
  • Q2 2014 – “The Times they Are-A-Changin'”
  • Q1 2014 – “It’s Different This Time”

2013

• • Q4 2013 – “There Are Things We Do Not Know We Don’t Know”
  • Q3 2013 – “Go Down Deep Enough Into Anything and You Will Find Mathematics”
  • Q2 2013 – “Go On, Take the Money and Run”
  • Q1 2013 – “Bipartisan Compromise”

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

• • December 2020 – Man Smart, Woman Smarter
  • November 2020 – Broken halos that used to shine
  • September 2020 – Can You Take Me Higher?
  • July 2020 – Yield Curve Control in Action
  • May 2020 – (Sort of ) Open for Business
  • March 2020 – Skating on Thin Ice
  • January 2020 – Yields up, yields down

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