Resources

Treasury Yield Curve Continues to Flatten

Treasury Yield Curve Continues to Flatten

Investment CommentaryCatherine HendryNovember 7, 2017

Central Bank Normalization Approaching a Pivotal Point

Central Bank Normalization Approaching a Pivotal Point

Investment CommentaryCatherine HendryOctober 4, 2017

Low Core CPI Inflation Restrains the Fed's Rate Hike Path

Low Core CPI Inflation Restrains the Fed's Rate Hike Path

Investment CommentaryCatherine HendrySeptember 8, 2017

Diminishing Asset Risk Premia

Diminishing Asset Risk Premia

Investment CommentaryCatherine HendryAugust 7, 2017

Central Bank Pivot to Synchronized Tightening

Central Bank Pivot to Synchronized Tightening

Investment CommentaryCatherine HendryJuly 7, 2017

Diverging Asset and Consumer Inflation Cycles

Diverging Asset and Consumer Inflation Cycles

Investment CommentaryCatherine HendryJune 6, 2017

Policy Execution Needed for Sustainable U.S. Growth

Policy Execution Needed for Sustainable U.S. Growth

Investment CommentaryCatherine HendryMay 2, 2017

Runway Still Clear for Steady Fed Tightening

Runway Still Clear for Steady Fed Tightening

Investment CommentaryCatherine HendryApril 4, 2017

Diminishing Risk Premium Amidst High Expectations

Diminishing Risk Premium Amidst High Expectations

Investment CommentaryCatherine HendryMarch 7, 2017

US Relationary Positioning is Likely To Be Tested

US Relationary Positioning is Likely To Be Tested

Investment CommentaryCatherine HendryFebruary 7, 2017

Elevated Global Reflationary Expectations

Elevated Global Reflationary Expectations

Investment CommentaryCatherine HendryJanuary 9, 2017

Credit Market Constrains Degree of U.S. Fiscal Expansion

Credit Market Constrains Degree of U.S. Fiscal Expansion

Investment CommentaryCatherine HendryDecember 6, 2016

Global Yield Bottoming Process Underway

Global Yield Bottoming Process Underway

Investment CommentaryCatherine HendryNovember 2, 2016

Subtle global pivot towards fiscal policy

Subtle global pivot towards fiscal policy

Investment CommentaryCatherine HendryOctober 4, 2016

Low productivity growth restrains the Fed

Low productivity growth restrains the Fed

Investment CommentaryCatherine HendrySeptember 7, 2016

Soft growth will likely keep the Fed on hold

Soft growth will likely keep the Fed on hold

Investment CommentaryCatherine HendryAugust 2, 2016

Global yield backdrop pulls U.S. rates

Global yield backdrop pulls U.S. rates

Investment CommentaryCatherine HendryJuly 6, 2016

Late cycle U.S. labor dynamics at play

Late cycle U.S. labor dynamics at play

Investment CommentaryCatherine HendryJune 7, 2016

Increasing expectations for global fiscal activism

Increasing expectations for global fiscal activism

Investment CommentaryCatherine HendryMay 3, 2016

Federal Reserve policy converging to market expectations

Federal Reserve policy converging to market expectations

Investment CommentaryCatherine HendryApril 5, 2016