Recent Commentaries

Blame in on the t t t t t trade war

It’s been a week since the all-but-certain US-China trade deal collapsed. And while there were some initial jitters as the news hit, markets have calmed – with little noticeable cumulative impact. The message from the price action has been quite clear – FADE TRADE –...

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Those were the best days of my life

I want to quickly discuss three topics today: the escalation in trade tensions, Fed communications on inflation, and the recent swath of Goldilocks economic data releases. But first just a quick shout-out for one of our clients, Doubleline Capital. I recently joined...

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