Category: Markets & Strategy

The Global Markets Weekly – 6/1/18

Posted June 4, 2018 by rvillareal

Solid U.S. Jobs Report After an upbeat report last month and a string of benign wage prints through April, the May jobs data points to a mild uptick in wage growth and solid implications for read more

The Global Markets Weekly – 4/27/18

Posted April 30, 2018 by rvillareal

Focus Back to the U.S. with Jobs, FOMC After a week when plenty of potential catalysts left major U.S. averages and the 10yr Treasury yield effectively unchanged, next week brings yet more with a raft read more

World Economic View: U.S. and Global Prospects Looking Ahead —A “New” New Normal

Posted April 16, 2018 by rvillareal

The Morning Briefing – 3/22/18

Posted March 22, 2018 by rvillareal

The Global Markets Weekly – 3/12/18

Posted March 12, 2018 by rvillareal

“Just Right” Jobs Kicks U.S. Stocks Higher, Peers Lag Equity markets in the Eurozone and Japan remain well below January and early February levels, while U.S. markets have now fully retraced the drop from the read more

Reading the ECB Tea Leaves

Posted March 9, 2018 by rvillareal

Comments on Current Economic Indicators, Policy & Events– European Central Bank   Reading the ECB Tea Leaves  

Global Investment Strategy: The Flight of Icarus?

Posted January 30, 2018 by rvillareal

The Morning Briefing – 8/22/17

Posted August 22, 2017 by rvillareal

The Morning Briefing – 8/17/17

Posted August 17, 2017 by rvillareal

Sinai-Husby Economic and Market Perspectives: The Labor Market, Economy, Fed and Markets—Too Good To Be True? Caveat Geopolitics!

Posted August 16, 2017 by rvillareal

The Labor Market, Economy, Fed and Markets—Too Good To Be True?  Caveat Geopolitics!