Authors

By Mike Cudzil, Daniel H. Hyman | Oct 17, 2019

Could the Fed Pivot on Balance Sheet Policy for Mortgage Securities?

The Fed has another lever to pull to ease monetary policy, one that could increase savings rates and create more disposable income.

By Libby Cantrill | Oct 16, 2019

U.S.−China Trade Deal: A Temporary Reprieve

Without pouring water on the “love fest,” we contend that the deal struck between China and the U.S. leaves much to be desired.

By Libby Cantrill | Oct 03, 2019

Impeachment Could Be Both Bad News and Good News for Trade Policy

We believe the impeachment inquiry could have an adverse impact on the ongoing U.S.–China trade conflict, but there may be a silver lining for NAFTA 2.0.

By Wesley Chan, Yang Lu, Bill Smith | Oct 01, 2019

U.S. Equities: Calm on the Surface, Turbulent Within

In the past few weeks, U.S. equity momentum and value factors have had their sharpest moves in more than 15 years based on our calculations.

By Scott A. Mather, Gavin Power | Sep 30, 2019

UN Climate Summit: Business and Investors Lead on Action

Businesses and investors are moving ahead with progressive actions despite policy vacuums.

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