The drumbeat of impeachment dominated the headlines last week as markets began to digest potential ripple effects of heightened U.S. political theater alongside trade, Brexit, and Iran.  The market perspective is whether a preoccupied Con [...]

Temporary relief in both the Brexit and Hong Kong situations and no material change in monetary policy expectations propelled risk markets forward last week despite a mixed bag of economic releases and more running in place on the U.S.-Si [...]

Stocks, bonds, commodities, and the U.S. dollar all moved higher last week on the back of a few amicable trade nuggets and the relative condition in the global capital markets. The last three days of August produced a +3% rally in the sto [...]

Risk markets fell victim to twitter and the trade war on Friday in what had been a fairly encouraging week of monetary policy narratives and strong earnings.  Given a fairly light economic calendar, the focus last week fell to the annual [...]

Deteriorating sentiment related to global growth and a 2yr/10yr yield curve inversion weighed heavily on equity markets and bond yields but things trended more optimistically as the week wore on. Markets shrugged off an announcement (Tues [...]