Economic and Market Trends

Q3 Earnings Preview: Less Upside | Weekly Market Commentary | October 18,2021

Answering the Top Debt Ceiling Questions | Weekly Market Commentary | October 11,2021

Global Portfolio Strategy | October 11, 2021

Client Letter | Change May Bring Opportunities | October 7, 2021

Early Thoughts on 2022 | Weekly Market Commentary | October 4,2021

To Z Or Not To Z | Weekly Market Commentary | September 27,2021

Revisiting Our 10-Year Treasury Yield Forecast | Weekly Market Commentary | September 20,2021

Policy Risks Loom But Clarity Ahead | Weekly Market Commentary | September 13,2021

Global Portfolio Strategy | September 9, 2021

Client Letter | The Bull Market Continues | September 2, 2021