Economic Commentary
- Q2 2020 – “Wild World”
- Q1 2020 – “A Quarter We’ll Never Forget”
- Q4 2020 – “It was a very good year”
- Q2 2019 – “Long train running”
- Q1 2019 – “It will fluctuate my boy, it will fluctuate”
- 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!”
- 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”
- 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”
- 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
- 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”
- 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”
- 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”
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fixed Income Commentary
- November 2020 – Broken halos that used to shine
- October 2020 – You Say You Want a Revolution?
- September 2020 – Can You Take Me Higher?
- August 2020 – Don’t Think Twice, It’s All Right
- July 2020 – Yield Curve Control in Action
- June 2020 – Take a Seat…Let’s Chat About Fixed Income
- May 2020 – (Sort of ) Open for Business
- April 2020 – A Month We’ll Never Forget
- March 2020 – Skating on Thin Ice
- February 2020 – Microscope on Municipals
- January 2020 – Yields up, yields down
- December 2019 – Thank You
- 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
- 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
- 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
- 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
- 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
- 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
2020
2019
2018
2017
2016
2015
2014