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Current Views

Equity Commentary | May 2019

Market Overview Trade issues were once again a focal point for capital markets during May. While investors came into the month optimistic that a deal with China was nearing completion, things appear to have taken a significant... Read more »

Six Market Thoughts on Trade, Tariffs, China, and Choppy Markets

- Politics don’t seem to matter much to markets until they matter - The S&P 500 is down about 7% from its late-April high - The yield curve inversion seems to be giving investors jitters of recession As usual, there is a lot... Read more »


If one were prone to worry, there are lots of things to be uneasy about. Ongoing tensions in the international political situation might be a good place to start, with trade disputes front and center. It appears that the markets... Read more »

Opinion on the U.S. and China Trade War

The following is the opinion of Richard Kilbride, Managing Director and Fixed Income Specialist at Roosevelt Investments. When we all said that a US-China trade deal was priced into the market, we were right. Now that that... Read more »

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