The markets

Separating Signal From Noise
February 18, 2015

Separating Signal From Noise

At the end of last year, we predicted that 2015 would be another successful year for equity investors, but cautioned that gains would be hard-fought and accompanied by significant turbulence along the way.

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2015 Municipal Outlook
February 02, 2015

2015 Municipal Outlook

The impressive returns posted by the municipal bond market in 2014 surprised even the most sophisticated investors.

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Investors Ask: Why Not Just Stay Home?
January 20, 2015

Investors Ask: Why Not Just Stay Home?

Economists are increasingly using the term “divergence” to signal the differing economic trajectories of the United States and the other important economies around the world.

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Quarterly Update January 2015
January 16, 2015

Quarterly Update January 2015

The performance – and prospects – of the world’s major economies continued to diverge last year, with equities reflecting the decoupling between the U.S. economy and U.S. equities, and other developed market economies and equity markets. Equities in the...

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Too Much of a Good Thing?
December 15, 2014

Too Much of a Good Thing?

Financial markets are fixated on the shocking and largely unanticipated collapse in global oil prices. After peaking near $107 per barrel in June, U.S. crude oil prices began a steady descent that has gained increasing momentum in recent weeks. Recently,...

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Peering into 2015
November 17, 2014

Peering into 2015

The nerve-racking “V-shaped” performance of the stock market in October, when the S&P plunged by nearly 10% but then recovered by month-end to a new all-time high, has given way to a more docile period. Buoyed by a market-friendly election outcome and...

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Fear Factor
October 15, 2014

Fear Factor

After a long stretch of benign financial market activity, equity investors have been jolted to attention as if bitten by a rabid dog.

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One Place the U.S. is Winning: The Economy
September 16, 2014

One Place the U.S. is Winning: The Economy

In the eyes of many, America’s response to the growing threats from Islamic terrorists in the Middle East and the situation in eastern Ukraine has diminished our country’s reputation as the leader of the free world.

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When Bad is Good
August 18, 2014

When Bad is Good

The world is boiling with regional military conflicts in Eastern Ukraine, Iraq, Syria, and Gaza to name just a few. Any of these could escalate into a much wider affair, drawing in greater involvement from the U.S. and its Western allies. The Ebola...

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