Research & News
Daily Comment (March 2, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] There is a lot going on this morning. Let’s dive in: Trade wars: President Trump campaigned as a trade warrior, promising tariffs and government intervention to boost manufacturing employment and give hope to his electoral base. However, in his first year of office, if one ignores… Read More »
Daily Comment (March 1, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Risk assets are coming under pressure this morning as equities struggle. Here is what we are watching today: Powell, Part 2: Chair Powell testifies before the Senate Banking Committee today. Usually, the second testimony is not closely watched; after all, we have already seen the formal… Read More »
Daily Comment (February 28, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »
Daily Comment (February 27, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »
Weekly Geopolitical Report – The Italian Elections: Part II (February 26, 2018)
by Bill O’Grady In Part I of this report we outlined the geopolitics of Italy and its political economy. This week, we continue the report with an analysis of the upcoming elections and Germany’s impact on the EU, concluding with potential market ramifications. The Election There are four major parties in Italy. Below we detail each… Read More »
Daily Comment (February 26, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »
Asset Allocation Weekly (February 23, 2018)
by Asset Allocation Committee Last week, we discussed the impact of the growing fiscal deficit on the economy and markets. We did note that fiscal deficits have tended to weaken the dollar. This week, we want to expand on that analysis. To start, we note that fiscal policy does not operate in a vacuum. To measure… Read More »
Daily Comment (February 23, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »
Daily Comment (February 22, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »
Daily Comment (February 21, 2018)
by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EST] Looking for something to read? In our travels we are often asked about books we recommend. As a result, we have created The Reading List. The list is a group of books, separated by category, that we believe are interesting and insightful. Each book on… Read More »