Top-of-mind economic news as we start the week: — China raised lockdown restrictions in Shanghai after four weeks of Covid outbreak; potential s...
The market regime change we pointed to in January seems to be in full swing, hastened by the invasion of Ukraine. We analyze what this might mean for...
Top-of-mind economic news as we start the week: — US consumer prices rose at an 8.5% annualized rate in March, highest level since 1981; food, e...
Top-of-mind economic news as we start the week: — The Federal Reserve will allow up to $95 billion in bonds on its balance sheet to mature each...
Why inflationary pressures are increasing the odds of a recession. By David Baker, Senior Director, Investment Research.
The first quarter of 2022 saw bonds post their worst returns in 40 years, and we were glad to have had allocations to cash, real assets, and hedge fun...
Top-of-mind economic news as we start the week: — US factory orders in Feb. were down 0.5%, 1st monthly drop since April 2021, on supply shortag...
At a client webinar this past Thursday, LNWM CIO Ron Albahary, CFA® and Debra Wetherby, founder and managing director of Wetherby Asset Management (L...
Top-of-mind economic headlines as we start the week: — Sales of new US homes fell in Feb. for 2nd month in a row; 30-year mortgage rate closing...
