Featured Story

Latest Stories

Not Quite Closing Time

By Jen Ripper | May 24, 2018

There has been no shortage of negative headline news surrounding retail over the past few years. Major retailers have announced thousands of store closures and many have gone out of… Read More

Is the Secular Bull Market Over for Bonds?

By David O'Malley | May 21, 2018

Opinions on the bond market continue to grow louder as several market prognosticators claim that the multi-decade bull market for bonds is over due to some key technical indications being… Read More

Today’s Long Corporate Credit Curve

By James Faunce | May 17, 2018

Long end corporate credit spread curves have been somewhat range bound in recent weeks off the tights experienced in late January. The January print for the 10-year to 30-year curve… Read More

Geopolitical Risk Will Take Center Stage

By David O'Malley | May 14, 2018

Equities seemed to find their footing last week, helped by some of the big cap technology stocks. Meanwhile, bonds got some favorable news on the inflation front and were able… Read More

U.S. High Yield Credit Spreads vs. S&P 500 VIX

By Scott Ellis | May 10, 2018

Market pundits often report on the “VIX” or volatility index, but when markets are weaker, it seems to be discussed even more frequently. However, despite relatively strong markets over the… Read More

Inflation Expectations and Interest Rates

By David O'Malley | May 7, 2018

As expected last week, the Federal Reserve held interest rates unchanged, but did revise its post-meeting statement to reinforce that inflation has moved closer to its 2% target. This change… Read More

What has changed in equity markets?

By John Swarr | May 3, 2018

The U.S. equity market had strong performance and low volatility in 2017, which continued through January this year. This trend ended the first Friday in February when Average Hourly Earnings… Read More

10-Year Treasury Rates Increase to 3%

By David O'Malley | April 30, 2018

Last week the 10-year Treasury rate pierced the 3% level before falling back to 2.96% by the end of the week. This marks the first time the 10-year Treasury has… Read More

Bond Market Sending Mixed Inflation Signals

By Mark Heppenstall | April 26, 2018

Investors and policy makers alike have been paying close attention to the shrinking Treasury term spread, defined by the difference between long-term and short-term interest rates. Recently published economic research… Read More

Bond Yields Push Higher

By David O'Malley | April 23, 2018

Last week saw bond yields push higher. The 10-year U.S. Treasury ended the week at 2.96%, a new high yield for the year. I expect yields to continue to push… Read More

More Stories