High oil prices and a weak dollar hurt the Lebanese It is August in Lebanon, which means stifling heat during the day, and humidity that hugs the skin late into the evening like a hot, wet blanket. Traffic jams choking major roads and garbage washing ashore make beating the heat at the beach less appealing, and, adding to the woe, a seaside lunch is becoming…… Read More
Why gold may be looking cheap Russ describes the signs that gold, notoriously difficult to assess, is starting to look cheap.… Read More
2 reasons why volatility can remain low Russ discusses why economic conditions (for now) support low volatility in the markets.… Read More
What 1969 can teach us about today’s flat yield curve Jeff looks back at the recession of 1969-70, explaining what it tells us about today’s yield curve.… Read More
What’s behind the U.S. rates moves? Richard explains what’s driving the rise of U.S. rates and the flattening yield curve, and why it is not worrisome.… Read More
It’s all about the multiples Earnings are strong, markets less so. As Russ explains, investors are paying attention to valuations and the economy.… Read More
3 Investment themes for Q2 (in three charts) Richard shares three charts that help illustrate the three updated themes we see shaping economies and markets in the second quarter and remainder of 2018.… Read More
For stocks, what consumers say outweighs what they do Russ discusses why stocks can still thrive when consumers are confident, but frugal.… Read More