The Weekly View

07/17/18

Risk Neutral: Poised to Go Either Way in Short-Term

07/03/18

The Weekly View, "Tactically Cautious"

06/25/18

The Weekly View "Real News, Fake News...Both Need Warning Labels"

06/19/18

The Weekly View: Southbound and Down: Opportunities and Risks in the European Financial System

06/12/18

Don't Leave the Party, Just Start Drinking Water

06/05/18

Italian Stocks: Political Headlines Obscure Attractive Fundamentals

05/21/18

The Weekly View: Yield, Our Reliable Friend

05/15/18

The Weekly View: Stocks in a Decision Box, Tactical Indicators Neutral: Time for Nuanced Risk Management

05/07/18

The Weekly View: Europe: Stocks Making Headway Even in a Volatile Market

05/01/18

The Weekly View: Reading Volatility's Tea Leaves

04/23/18

The Weekly View: The Bond Bear Gently Bites - Yield Matters

04/10/18

The Weekly View: Volatility...A Welcome, If Unruly, Guest

04/03/18

The S&P 500 Index: Looking Under the Hood

03/26/18

The Weekly View, "Emerging Markets Recovery: Resilient Despite Tariff Concerns"

03/19/18

The Weekly View: Tug of War Continues: Healthy Economic Backdrop Should Outweigh Trade and Rate Uncertainty

03/13/18

The Weekly View: Fair Trade vs Free Trade vs Trade War

03/05/18

The Weekly View: 2018 vs 2008...Many More Differences than Similarities

02/21/18

The Weekly View: Inflation: Cyclical Pressure vs Secular Forces

02/05/18

The Weekly View: Perspective on Pullbacks: Plan, Don't Panic

01/29/18

The Weekly View: Italy - Economic Momentum Outweighs Political Intrigue

01/22/18

The Weekly View: US Equities: Lift-off Acheived...But It's Not All Hot Air

01/08/18

The Weekly View: Japan's Nikkei Breaks Above a 20 - Year Barrier

01/03/18

Outlook 2018: Tug of War

01/03/18

Outlook 2018 Highlights