Tag Archives: 2016 Presidential Election

Macro, Markets, and Malarkey

Stocks and Bonds It feels like forever ago, but back in February, the S&P 500 hit its lowest level since 2014 as global growth fears spooked investors, leading to liquidations and deleveraging—most notably for sovereign wealth funds. Fast forward to now…as of the end of July 2016, the S&P 500 closed at 2,173.60—up 7.5% from […]
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Beginning the Look Back at What We Expected for 2016 (and Beyond)

At the beginning of the year we wrote a Perspective on “What to Expect in 2016 (and Beyond).” There were several expectations of which many were not likely to play out until later in the year. For example, our views on commodities staying flat were based on dollar strength and China not beginning its full-fledged fiscal […]
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A Flat Market Year-to-date

If one was fortunate enough to avoid the noise of the first three months of the year, one could point to a flat equity market for the year-to-date (YTD) with the 10-year treasury yield declining from 2.24% to 1.91% as the yield curve flattened. Most were not fortunate enough to avoid the noise and the […]
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