Fed to Raise Rates in December?
November 30, 2015
Macro data this week further builds the case for the Fed to raise rates in the middle of December.
In Defense of Rebalancing
November 18, 2015
Turning the calendar from one month to the next should not have any bearing on equity market performance. In reality, however, it seems that market sentiment does actually change once we move into a new month, quarter, etc.
Is the carousel coming back around?
November 13, 2015
Here it comes again. The headlines of anti-austerity in the periphery of Europe are back in the newspapers.
Gift for US Savers in December?
November 06, 2015
Odds are higher that US savers get a little gift in December.
The Impact of a Strong Dollar for Global Investors
November 05, 2015
The U.S. dollar has strengthened against most developed and emerging market currencies over the last few years and appears poised to continue on this path.