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boxing ring an example of us china trade conflict

Round #3 of the U.S.-China Trade Conflict

Policy Nick Sargen
The tariff hikes announced this month is the third round of the trade war that began last year. 
municipal bonds funding new construction project

Are Muni Bonds Still a Good Value in 2019?

Fixed Income John Goetz
Thus far in 2019, the municipal market has been one of the better performing sectors within the broader bond market, outperforming Treasuries and IG corporate bonds on a total return basis. 
Austin Texas suburban countryside

What Will End History's Longest Economic Expansion?

Economics Nick Sargen & Dan Carter
The current economic expansion is about to surpass the ten-year mark, which would make it the longest in U.S. history.  
is global slowdown nearly over

Is the Global Slowdown Nearly Over?

Markets Nick Sargen
U.S. and overseas markets have rallied since the beginning of this year, as investors anticipate moderate U.S. growth and low inflation. 
conflicting market signals which view is correct

Conflicting Market Signals: Which View Is Correct?

Markets Nick Sargen
The stock market rally in the first two months of this year has recouped most of the losses during the steep selloff late last year. 
china slowdown cyclical or secular

China Slowdown: Cyclical or Secular?

Markets Nick Sargen
One of the challenges investors confront is to assess whether China's economic slowdown is primarily cyclical or secular.
Skiing - adapting to a high volatility world

2019 Outlook: Adapting to a High Volatility World

Markets Nick Sargen
Following a remarkable run from November 2016 through September 2018, the U.S. stock market ended last year with the steepest quarterly decline since the 2008 Financial Crisis.
lighthouse - market signals an end to the Trump bump

Markets Signal an End to the “Trump Bump”

Markets Nick Sargen
During this quarter, the stock market's gains for the year have been erased amid perceptions U.S. growth has peaked.
Markets after the midterms

Markets After the Midterms

Markets Nick Sargen
After rising to a record high in September, the U.S. stock market experienced a steep sell-off in October. Recent market volatility could be a preview of what’s in store for next year.
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