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Outlook 2018  - December 11 2017

Outlook 2018 Presentation

2018 Economic Outlook – Expect Better Growth Worldwide  - December 8 2017

Weekly Economic Commentary December 4 2017

2018 Stock Market Outlook – Double-Digit Returns?  - December 8 2017

Weekly Market Commentary December 4 2017

2018 Fixed Income Outlook – Expect Flat To Low Returns  - December 8 2017

Bond Market Perspectives December 5 2017

Highlights From Another Strong Earnings Season  - November 24 2017

Weekly Market Commentary November 20 2017

Productivity Pickup  - November 17 2017

Weekly Economic Commentary November 13 2017

President Trump’s First Year  - November 17 2017

Weekly Market Commentary November 13 2017

Further Flattening  - November 17 2017

Bond Market Perspectives November 14 2017

Tax Reform Timeline  - November 10 2017

Weekly Economic Commentary November 6 2017

MLP Weakness Appears Overdone  - November 10 2017

Weekly Market Commentary November 6 2017

Saved By The Bell  - November 10 2017

Bond Market Perspectives November 7 2017

November Preview: The Calendar Is Ticking On Tax Reform  - November 3 2017

Weekly Economic Commentary October 30 2017

What Might Scare Markets  - November 3 2017

Weekly Market Commentary October 30 2017

Trending Tips  - November 3 2017

Bond Market Perspectives October 31 2017

Five Reasons To Take A Look At Japan  - October 30 2017

Weekly Market Commentary October 23 2017

Beige Book: Window On Main Street  - October 30 2017

Weekly Economic Commentary October 23 2017

Will Hawks Take Control In 2018?  - October 30 2017

Bond Market Perspectives October 24 2017

Inflation Insight: Breaking Down The Minutes  - October 20 2017

Weekly Economic Commentary October 16 2017

The 1987 Crash: A Not So Happy Anniversary  - October 20 2017

Weekly Market Commentary October 16 2017

MBS & The Fed  - October 20 2017

Bond Market Perspectives October 17 2017

Time For A Stronger Dollar?  - October 13 2017

Weekly Economic Commentary October 9 2017

Third Quarter 2017 Earnings Preview: Slower But Still Solid  - October 13 2017

Weekly Market Commentary October 9 2017

Stacking Up Global Rates  - October 13 2017

Bond Market Perspectives October 10 2017

October Preview – Beware The Volatility?  - October 9 2017

Weekly Economic Commentary October 2 2017

Markets Buying Into Tax Reform  - October 9 2017

Weekly Market Commentary October 2 2017

A Tale Of Three Markets  - October 9 2017

Bond Market Perspectives October 3 2017

FED Versus The Market – Round 2  - October 2 2017

Weekly Economic Commentary September 25 2017

The Bull Market Appears Alive And Well  - October 2 2017

Weekly Market Commentary September 25 2017

Puerto Rico’s Crisis Deepens  - October 2 2017

Bond Market Perspectives September 26 2017

Why Isn’t Inflation Higher?  - September 22 2017

Weekly Economic Commentary September 18 2017

Update On Growth And Value Stocks  - September 22 2017

Weekly Market Commentary September 18 2017

Balance Sheet Ballyhoo  - September 22 2017

Bond Market Perspectives September 19 2017

Beige Book: Window On Main Street  - September 15 2017

Weekly Economic Commentary September 11 2017

Strong European Earnings Are Keeping Europe Cheap  - September 15 2017

Weekly Market Commentary September 11 2017

High Yield: Finally Near Fair Value  - September 15 2017

Bond Market Perspectives September 12 2017

Putting The North Korean Threat Into Perspective  - September 11 2017

Weekly Market Commentary September 5 2017

September Preview – Time For Volatility?  - September 11 2017

Weekly Economic Commentary September 5 2017

Is The Bond Market Expecting A Debt Ceiling Fight?  - September 11 2017

Bond Market Perspectives September 5 2017

Recession Watch Update  - September 1 2017

Weekly Economic Commentary August 28 2017

Corporate Beige Book: Upbeat as Expected  - September 1 2017

Weekly Market Commentary August 28 2017

Will Munis Fall With The Leaves?  - September 1 2017

Bond Market Perspectives August 29 2017

Taking A little Risk Off The Table  - August 24 2017

Weekly Market Commentary August 21 2017

Jackson Hole Preview  - August 24 2017

Weekly Economic Commentary August 21 2017

Range-Bound Rates  - August 24 2017

Bond Market Perspectives August 22 2017

Slow Evolution Of Consumer Spending  - August 18 2017

Weekly Economic Commentary August 14 2017

Bottom Line: Impressive Earnings Season  - August 18 2017

Weekly Market Commentary August 14 2017

Time For TIPS?  - August 18 2017

Bond Market Perspectives August 15 2017

The 411 On Q2 GDP  - August 10 2017

Weekly Economic Commentary August 7 2017

Buy The Dip? What Dip?  - August 10 2017

Weekly Market Commentary August 7 2017

The Lost Year  - August 10 2017

Bond Market Perspectives August 8 2017

August Preview: Are The Stars Aligned For Volatility?  - August 4 2017

Weekly Economic Commentary July 31 2017

Is Policy Skepticism Creating A Small Cap Opportunity?  - August 4 2017

Weekly Market Commentary July 31 2017

Investment – Grade Corporate Bonds: Ongoing Strength  - August 4 2017

Bond Market Perspectives August 1 2017

Central Bank Mania Continues  - July 28 2017

Weekly Economic Commentary July 24 2017

Tax Reform Pivot?  - July 28 2017

Weekly Market Commentary July 24 2017

Foreign Demand For Treasuries Continues  - July 28 2017

Bond Market Perspectives July 25 2017

Client Letter – Is The Market Overheating?  - July 25 2017

Client Letter July 20 2017

Illinois Issues  - July 21 2017

Bond Market Perspectives July 18 2017

Gauging Global Growth  - July 21 2017

Weekly Economic Commentary July 17 2017

Global Summer Earnings: Sizzle Or Fizzle?  - July 21 2017

Weekly Market Commentary July 17 2017

Manufacturing Matters  - July 14 2017

Weekly Economic Commentary July 10 2017

Second Quarter 2017 Earnings Preview  - July 14 2017

Weekly Market Commentary July 10 2017

Second Quarter Recap  - July 14 2017

Bond Market Perspectives July 11 2017

High Yield: The Return Of Oil Sensitivity  - July 3 2017

Bond Market Perspectives June 27 2017

July Preview  - July 3 2017

Weekly Economic Commentary June 26 2017

A Technical Check-In: The Global Bull Looks Strong  - July 3 2017

Weekly Market Commentary June 26 2017

MIDYEAR OUTLOOK 2017 – U.S. Economy And Global Central Banks  - June 23 2017

Weekly Economic Commentary June 19 2017

MIDYEAR OUTLOOK 2017 – Business Fundamentals Back At The Controls  - June 23 2017

Weekly Market Commentary June 19 2017

MIDYEAR OUTLOOK 2017 – Careful Not To Overload  - June 23 2017

Bond Market Perspectives June 20 2017

MIDYEAR OUTLOOK 2017  - June 20 2017

Midyear Outlook 2017

Client Letter  - June 20 2017

Client Letter Midyear Outlook June 15 2017

FOMC FAQ’s: Is A Rate Hike Imminent?  - June 16 2017

Weekly Economic Commentary June 12 2017

Hurdling Overseas Earnings: What Do The Forecasts Tell Us?  - June 16 2017

Weekly Market Commentary June 12 2017

Flattening Expectations  - June 16 2017

Bond Market Perspectives June 13 2017

Beige Book: Window On Main Street  - June 9 2017

Weekly Economic Commentary June 5 2017

Master Limited Partnership – More Going On Than Oil Price  - June 9 2017

Weekly Market Commentary June 5 2017

Municipals On The Menu  - June 9 2017

Bond Market Perspectives June 6 2017

June Preview  - June 2 2017

Weekly Economic Commentary May 30 2017

Corporate Beige Book: It Keeps Getting Better  - June 2 2017

Weekly Market Commentary May 30 2017

Balancing The Balance Sheets  - June 2 2017

Bond Market Perspectives May 30 2017

Focus On Fundamentals  - May 26 2017

Weekly Market Commentary May 22 2017

Inflation Watch Update  - May 26 2017

Weekly Economic Commentary May 22 2017

Yearning For Yield  - May 26 2017

Bond Market Perspectives May 23 2017

U.S. Housing Update – Mind The Gap  - May 19 2017

Weekly Economic Commentary May 15 2017

Earnings Update: Raising The Bar  - May 19 2017

Weekly Market Commentary May 15 2017

High Yield: Fundamental Support  - May 19 2017

Bond Market Perspectives May 16 2017

Jobs Count: But How Do We Count Them?  - May 12 2017

Weekly Economic Commentary May 8 2017

Five Reasons Not To Sell In May  - May 12 2017

Weekly Market Commentary May 8 2017

Puerto Rico Debt Restructuring  - May 12 2017

Bond Market Perspectives May 9 2017

May Preview  - May 5 2017

Weekly Economic Commentary May 1 2017

Reflecting On NASDAQ 6,000  - May 5 2017

Weekly Market Commentary May 1 2017

Who Has It Right?  - May 5 2017

Bond Market Perspectives May 2 2017

Beige Book: Window On Main Street  - April 28 2017

Weekly Economic Commentary April 24 2017

Europe Enters The Tour De France  - April 28 2017

Weekly Market Commentary April 24 2017

Rate Hike Expectations On The Move  - April 28 2017

Bond Market Perspectives April 25 2017

Corporate Tax Reform Takes Center State  - April 20 2017

Weekly Economic Commentary April 17 2017

Which Breaks First, Stock Prices Or Uncertainty?  - April 20 2017

Weekly Market Commentary April 17 2017

Are Rates Still Heading Higher?  - April 20 2017

Bond Market Perspectives April 18 2017

First Quarter 2017 Earnings Preview: Double Digits?  - April 13 2017

Weekly Market Commentary April 10 2017

The $4.2 Trillion Dilemma  - April 13 2017

Weekly Economic Commentary April 10 2017

Mortgage-Backed Securities After The Fed  - April 13 2017

Bond Market Perspectives April 11 2017

April Preview  - April 7 2017

Weekly Economic Commentary April 3 2017

Checking In On Some Trump Trades  - April 7 2017

Weekly Market Commentary April 3 2017

Q1 Recap: Strong Start  - April 7 2017

Bond Market Perspectives April 4 2017

Currency Matters – Eddies In The Interest Rate River  - March 31 2017

Weekly Economic Commentary March 27 2017

The Stock Market’s Final Four Factors  - March 31 2017

Weekly Market Commentary March 27 2017

Municipal Bonds: A Diversification Opportunity  - March 31 2017

Bond Market Perspectives March 28 2017

President Trump’s First 50 (or so) Days  - March 24 2017

Weekly Economic Commentary March 20 2017

Will This Sixteen Be Sweet?  - March 24 2017

Weekly Market Commentary March 20 2017

Bank Loans Check In  - March 24 2017

Bond Market Perspectives March 21 2017

FOMC FAQ’s: Will The Dots Move?  - March 17 2017

Weekly Economic Commentary March 13 2017

How Much Is Left In The Tank?  - March 17 2017

Weekly Market Commentary March 13 2017

Finally, Higher Yields In Shorter Maturities  - March 17 2017

Bond Market Perspectives March 14 2017

Corporate Beige Book: Better Sentiment And Lots Of Tax Talk  - March 10 2017

Weekly Market Commentary March 6 2017

Fedspeak Flattener  - March 10 2017

Bond Market Perspectives March 7 2017

March Preview  - March 3 2017

Weekly Economic Commentary February 27 2017

TIPTOE Through The Tulips – And Other European Offerings  - March 3 2017

Weekly Market Commentary February 27 2017

Emerging Markets Debt: A Delicate Balance  - March 3 2017

Bond Market Perspectives February 28 2017

Cracking Oil: An Update On Oil Issues And Policies  - February 24 2017

Weekly Economic Commentary February 21 2017

Earnings Update: Five Observations  - February 24 2017

Weekly Market Commentary February 21 2017

Taking The Temperature Of TIPS  - February 24 2017

Bond Market Perspectives February 21 2017

The Valentine’s Day Index  - February 17 2017

Weekly Economic Commentary February 13 2017

Real Estate Overview: All About The Cycles  - February 17 2017

Weekly Market Commentary February 13 2017

Happy Anniversary High Yield & Oil  - February 17 2017

Bond Market Perspectives February 14 2017

Facts On NAFTA  - February 10 2017

Weekly Economic Commentary February 6 2017

Taking Stock Of Technicals And Sentiment  - February 10 2017

Weekly Market Commentary February 6 2017

MBS: High-Quality Middle Ground  - February 10 2017

Bond Market Perspectives February 7 2017

Understanding Bond Benchmarks  - February 3 2017

Bond Market Perspectives January 31 2017

FOMC FAQS: Fiscal Or No Fiscal?  - February 3 2017

Weekly Economic Commentary January 30 2017

Is There Still Value In Value?  - February 3 2017

Weekly Market Commentary January 30 2017

I Want My GDP – Nowcast Preview For Q4 2016  - January 27 2017

Weekly Economic Commentary January 23 2017

International Stocks – We Look East To Japan  - January 27 2017

Weekly Market Commentary January 23 2017

High-Yield Municipals: Does Risk Outweigh Reward?  - January 27 2017

Bond Market Perspectives January 24 2017

China Check In  - January 20 2017

Weekly Economic Commentary January 17 2017

Is Small Cap Strength Sustainable?  - January 20 2017

Weekly Market Commentary January 17 2017

Municipals Break Losing Streak  - January 20 2017

Bond Market Perspectives January 17 2017

January Game Plan  - January 18 2017

Weekly Economic Commentary January 9 2017

Fourth Quarter 2016 Earnings Preview: Looks Like Another Good One  - January 18 2017

Weekly Market Commentary January 9 2017

Technical Factors  - January 18 2017

Bond Market Perspectives January 10 2017

Outlook 2017 – Economy Approaching Mid-Cycle Acceleration  - January 6 2017

Weekly Economic Commentary January 3 2017

2017 Stock Market Outlook: Gears Are Turning, But Parts May Need Grease  - January 6 2017

Weekly Market Commentary January 3 2017

2017 Fixed Income Outlook: Despite Liftoffs, Expect Muted Bond Returns  - January 6 2017

Bond Market Perspectives January 3 2017