Investment Outlook

Slow Motion Ocean Waves

Positioning for a Growth Slowdown in Q3

September 23, 2021

Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive

American Flag in Grand Central

Worried About Inflation? Pay Attention to Labor Participation

August 17, 2021

Pay close attention to how labor market dynamics unfold over the next three months.

The Fed building

Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator...

Positioning for a Growth Slowdown in Q3

September 23, 2021

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

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Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.

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Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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