Research Highlights



Investment Cycles: Shorter And Less Profitable – May 23, 2022
U.S. Inflation: A Reprieve For Bonds? – May 16, 2022
A Challenging Backdrop – May 9, 2022
Extraordinary Times – May 2, 2022
Unwinding The Valuation Distortion In Government Bonds – April 25, 2022
U.S. Goods Inflation To Cool, But Watch Out For Service Sector Inflation – April 18, 2022
Will The Fed Tighten Too Much? – April 11, 2022
The U.S. Yield Curve: Bullish Or Bearish For Growth? – April 4, 2022
Unwinding A Huge Distortion – March 28, 2022
U.S. Rate-Hiking Cycle: Longer And Higher – March 21, 2022
Looking Beyond The War – March 14, 2022
No Place To Hide – March 7, 2022
Is The European Economic Recovery In Jeopardy? – February 28, 2022
The Coming Clash Between Elevated U.S. Debt Levels And Higher Interest Rates – February 22, 2022
The ECB’s Hawkish Pivot – February 7, 2022
Powell Pivot: Part II – January 31, 2022
Global Financials: Winners From The Rotation In Equity Leadership – January 24, 2022
Global Equities And Fed Rate Cycles – January 18, 2022
A Bumpy Start, To An Expected Bumpy Year – January 10, 2022
Re-Syncing The Global Economy, Policy And Financial Markets – December 20, 2021
U.S. Yield Curve: Ominous Warning, Or A Sign Of Complacency? – December 13, 2021
Looming Bond Weakness Versus Corporate Earnings Support – December 6, 2021
A Different Decade – November 29, 2021
Time To Turn Tactical – November 22, 2021
Still Lots Of Upside In Treasury Yields – November 15, 2021
Continue To Favor Stocks Over Bonds – November 8, 2021
Not So Transitory – November 1, 2021
Goodbye To The 2010s – October 25, 2021
U.S. Treasurys: Poor Value Even With A Dovish Fed – October 18, 2021
Equity Air Pockets – October 4, 2021
  • All Research Highlights