Investment Insights: Yellen’s magic trick

Posted by Wade Balliet
Investment Strategy

The effects of higher rates are far-reaching, but our foremost concerns revolve around an even higher U.S. dollar, corporate earnings, and debt yields.

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U.S. Outlook: Interest rate normalization is ‘hurry up and wait’

Chief Economist

“Hurry up and wait” pretty well describes the state of monetary policy today as the Fed goes further down the path of interest-rate normalization.

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Instant Analysis: Fed raises rates at March meeting

Chief Economist

Today’s decision to raise the fed funds rate does not signal that the FOMC is off to the races on aggressive interest rate hikes over the next three years.

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U.S. Outlook: An early spring for the jobs report

Chief Economist

The payroll report for February did not disappoint. Job gains were 235K; our forecast was for 220K.

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