Research & News

Asset Allocation Weekly (February 16, 2018)

by Asset Allocation Committee Do fiscal deficits matter?  This is one of the more polarizing topics in economics.  The recent tax bill and budget agreement will increase the deficit, which has led to all sorts of worries and claims.  Here are a few observations: Politically, deficits matter to the party out of power. Protesting against deficits… Read More »

Daily Comment (February 16, 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 15, 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 14, 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 13, 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 I (February 12, 2018)

by Bill O’Grady (Due to President’s Day, the next report will be published on February 26.) Italy will hold elections on March 4, 2018.  Given that recent elections in the Eurozone have run an emotional gamut, it is difficult to predict the outcome.  There was great fear before last year’s elections in France that a National… Read More »

Daily Comment (February 12, 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 9, 2018)

by Asset Allocation Committee The continued rise in long-term interest rates is clearly grabbing the attention of financial markets.  Stronger than expected wage growth was the proximate cause of the recent lift in yields.  Although overall wages rose 2.9%, wages for production and non-supervisory workers grew only 2.4%.  Still, it is clear that fears of inflation… Read More »

Daily Comment (February 9, 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 8, 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 »

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