US

2019

MARCH

14MAR 2019

Fixed Income

Consumer delinquency…thank U, next

Headlines on consumer delinquency have taken a negative spin. Recent auto delinquency data presented by the Federal Reserve Bank of New York (FRBNY) shows auto delinquency at near-peak levels, despite today’s low unemployment. If this seems a bit inconsistent, we agree. It’s important to examine exactly what is being reported as “delinquency” when reviewing this data.

12MAR 2019

Equities

A new approach to investing in emerging markets

Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets

12MAR 2019

Fixed Income

EMD Relative weekly notes: Week Ending March 8, 2019

Week Ending March 8, 2019

08MAR 2019

Fixed Income

Ready Player One: the evolution of sport from an investment perspective

eSports collectively are disrupting the roster of entertainment options for hundreds of millions of people worldwide.

08MAR 2019

Economic Views

Mixed US jobs report supports the Fed's patient stance

Job creation plunged in February but stronger wage growth should bolster household consumption.

06MAR 2019

Economic Views

Does the US have enough firepower to fight the next recession?

With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.

04MAR 2019

Fixed Income

EMD Relative weekly notes

Week Ending March 1, 2019