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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

Who’s Driving?

Amid the recent market volatility, driven by what we believe are trade and currency wars, there appears to be an important and ongoing struggle for leadership in interest rate policy. Three contenders apparently vie for the... Read more »

The Fed Restocks the Punchbowl

If increasing interest rates is an action the Federal Open Market Committee (FOMC) undergoes seeking to reduce economic enthusiasm, especially to prevent the economy from overheating, then a rate cut is about keeping the party... Read more »

Second Quarter 2019 Fixed Income Commentary

Fixed income markets in the U.S. posted a second consecutive quarter of gains to close out the first half of 2019 with positive performance. During the second quarter the ICE BofA U.S. 1-10 YR Intermediate Corporate Index was up... Read more »

Pivots and Puts

Market lore has it that former Federal Reserve Chairpersons Greenspan, Bernanke, and Yellen all provided the markets with what was effectively a put option. Hence the term, the “Greenspan Put”. If the economic signals started to... Read more »

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