Research & News
Daily Comment (February 27, 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 II (February 26, 2018)
by Bill O’Grady In Part I of this report we outlined the geopolitics of Italy and its political economy. This week, we continue the report with an analysis of the upcoming elections and Germany’s impact on the EU, concluding with potential market ramifications. The Election There are four major parties in Italy. Below we detail each… Read More »
Daily Comment (February 26, 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 23, 2018)
by Asset Allocation Committee Last week, we discussed the impact of the growing fiscal deficit on the economy and markets. We did note that fiscal deficits have tended to weaken the dollar. This week, we want to expand on that analysis. To start, we note that fiscal policy does not operate in a vacuum. To measure… Read More »
Daily Comment (February 23, 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 22, 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 21, 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 20, 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 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 »