Jun 1, 2011 | Market Commentary
Investors will most certainly discover that the risks and problems lurking deep in the shadows of their fund holdings are more widespread than presumed.
Where the Sidewalk Ends
May 1, 2011 | Market Commentary
As Congressional leaders begin the heated battle to reconcile long-term structural imbalances, both parties agree that the resolution of the impending fiscal debate must secure the sustainability of the current economic recovery, the continued credibility of the U.S....
Is This Time Different?
Apr 1, 2011 | Market Commentary
We ask the question: Is this most recent rise in interest rates different than previous interest rate shocks we have observed?
Social Unrest
Mar 1, 2011 | Market Commentary
These factors will strengthen the FOMC’s stance of keeping interest rates low for an “extended period” despite inflationary headwinds as seen by recent shocks in the commodity markets.
The Sorry State of the States
Feb 1, 2011 | Market Commentary
With taxpayers subjected to low income growth and elevated unemployment, state leaders have little option but to focus their deficit-reduction efforts on cutting spending.
Review and Outlook
Jan 1, 2011 | Market Commentary
We therefore look to the labor market as an indicator of future FOMC actions and of the likelihood of sustainable higher rates going forward.