“Banks can still benefit from higher average yields and excess liquidity put back to work”

by Marketing | Oct 7, 2022 | Market Notes, Media Notes

JP Morgan, Citi, Morgan Stanley and Wells Fargo kick off bank earnings season in choppy waters     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post...

“There’s a rising chance of 100 basis points, but I’m more watching the fact that the market is now pricing in the greater chance of 75 basis points in November, which was opposed to the previous 50 basis points”

by Marketing | Sep 15, 2022 | Market Notes, Media Notes

Dow turns lower after morning gains as Wall Street struggles to recover from worst selloff in two years   Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...

“We have had four or five days in recent months where the two-year Treasury has moved more than 20 [basis points] in a day. It’s certainly eye opening”

by Marketing | Sep 14, 2022 | Market Notes, Media Notes

The next financial crisis may already be brewing — but not where investors might expect   Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“He’s going to try to do whatever he can to keep the curve from inverting.”

by Marketing | Mar 24, 2022 | Market Notes, Media Notes

TREASURIES-U.S. Treasury yields ease as market mulls recession signal     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“It’s really hard to justify massive capital gains for a model change.”

by Marketing | Mar 16, 2022 | Market Notes, Media Notes

Thinking About Outsourcing Investment Management? 5 Considerations.     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...