Market Insight Monthly | June 2018

"Economic reports released in June 2018, largely reflecting economic activity in May, showed continued solid economic growth in the U.S. and provided evidence of a pickup in growth from seasonally weak first quarter levels."

Trade Fears Inch Higher | Bond Market Perspectives | June 26, 2018

Although we believe investors will be spared an all-out trade war, spreads across fixed income sectors are pointing to heightened trade concerns.

U.S. – China Trade Update | Weekly Economic Commentary | June 25, 2018

Trade tensions between the U.S. and China have escalated in the last month, but negotiation still remains the main path forward.

Trade Tensions Playbook | Weekly Market Commentary | June 25, 2018

Escalating trade tensions have made for a difficult investing environment.

Central Bank Reaction Recap | Bond Market Perspectives | June 19, 2018

The BOJ meeting last week was a nonevent, as expected, but last week's Fed and ECB meetings gave investors some minor surprises.

Capex Rising: Means, Motive, and Opportunity | Weekly Economic Commentary | June 18, 2018

Increased business capital expenditures, or “capex,” remain one of the most important pieces for improving the long-term growth trajectory of the U.S. economy.

Playing the Capex Theme | Weekly Market Commentary | June 18, 2018

Capital investment is accelerating, a trend we believe should continue.

Portfolio Compass | June 13, 2018

Downgraded precious metals view to negative/neutral from neutral.

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