Pete Michel
Into Perspective

About That High Yield Selloff

By, 11/17/2017
Ratings444.079545

Recent volatility appears to be a short-term selloff, not the start of something worse.

read more
Christo Barker

Meanwhile, Outside Catalonia

By, 10/30/2017

While headlines obsessed over Catalonia last week, some political developments in France and Italy flew under the radar.

read more
Christo Barker
Into Perspective

Making Sense of Catalonia

By, 10/13/2017
Ratings524.355769

As tensions settle in Catalonia, investors’ uncertainty should fade.

read more
Fisher Investments Editorial Staff
US Economy

Market Insights Podcast: Natural Disasters And Market Impact – October 2017

By, 10/10/2017

In this podcast, Communications Group Vice President Naj Srinivas speaks with Capital Markets Team Leader Brad Pyles about the economic effects of hurricanes, earthquakes and other natural disasters.

read more
Charles Dornbush and Timothy Schluter
Monetary Policy

The Curious Case of Japan’s Stealth QE Taper

By, 09/20/2017
Ratings134.730769

The BoJ’s latest policy shift is so surprising they may not even realize they are doing it.

read more
Christo Barker
Into Perspective

Is China Experiencing the World's Biggest Credit Bubble?

By, 09/05/2017
Ratings794.126582

Nope—and here is why.

read more
Fisher Investments Editorial Staff

Market Insights Podcast: North Korea Update – August 2017

By, 08/30/2017
Ratings263.769231

In this podcast, Communications Group Manager Naj Srinivas speaks with Content Analyst and MarketMinder Editor Elisabeth Dellinger about recent tensions between the US and North Korea and our current outlook.

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast Emerging Markets Update-June 2017

By, 06/23/2017
Ratings273.925926

In this podcast, Communications Group Manager Naj Srinivas speaks with Research Analyst Scott Botterman about recent developments within Emerging Markets and our current outlook.

read more
Christo Barker
Into Perspective

Victory to En Marche!

By, 06/19/2017
Ratings104.15

The passing of Sunday’s French parliamentary elections adds to Europe’s streak of falling political uncertainty.  

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: Energy Sector - June 2017

By, 06/13/2017
Ratings323.5625

In this podcast, Communications Group Manager Naj Srinivas talks to Research Analysts Luis Casian and Brad Rotolo about the Energy sector’s recent developments and our current outlook.

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: Market Update - May 2017

By, 05/15/2017
Ratings623.830645

In this podcast, we talk to US Private Client Services Vice President Erik Renaud about some recent client questions on the market and our current outlook.

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: A Re-Introduction to The Ten Roads to Riches

By, 05/11/2017
Ratings754.06

In this podcast, we talk to Content Analyst Elisabeth Dellinger about the recently released second edition of The Ten Roads to Riches.

 

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: Adviser’s Corner - April 2017

By, 04/28/2017
Ratings393.871795

In this podcast, Fisher Investments' Vice President of Private Client Services K.C. Ellis discusses our clients’ common questions from around the country, including retirement planning, homegrown dividends and dollar cost averaging.

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: 2017 Market Outlook

By, 03/13/2017
Ratings203.925

In this podcast, Fisher Investments’ Investment Policy Committee discusses their views on capital markets and the economy in 2017.

read more
Fisher Investments Editorial Staff
Reality Check

Market Insights Podcast: Talking Trump and Trade

By, 02/15/2017
Ratings373.27027

In this podcast, we interview Content Analyst Elisabeth Dellinger on recent talk of protectionism, border taxes and trade.

read more
Scott Botterman
Into Perspective

2017: The Year of Falling European Political Uncertainty

By, 01/31/2017
Ratings734.171233

As elections come and go across Europe, political uncertainty should fall.

read more
Ben Thistlethwaite
Reality Check

Infrastructure Isn’t Always Industrial Grade

By, 01/23/2017
Ratings1274.03937

Is President Trump’s planned infrastructure spending an opportunity for investors?  

read more
Fisher Investments Editorial Staff
Into Perspective

Market Insights Podcast: How to Read the Modern Financial News

By, 01/19/2017
Ratings363.458333

In this podcast, we talk to Content Group Manager Todd Bliman on how investors can navigate the modern financial news media.

read more
Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast: November 2016 – Assessing Global Macro Drivers

By, 12/12/2016
Ratings74.357143

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Brad Pyles. (Recorded 11/17/2016)

read more
Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast: November 2016 – Energy Update

By, 12/12/2016
Ratings204.15

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Brad Rotolo. (Recorded 11/3/2016)

read more
Austin Fraser
Into Perspective

A Political Update From Korea

By, 12/08/2016
Ratings404.0875

Korean President Park Geun-hye’s fall from power shouldn’t override the country’s other positive drivers.

read more
Brad Rotolo
Reality Check

What Does OPEC’s Production Cut Mean for Oil?

By, 12/01/2016

OPEC’s agreement to cut production doesn’t mean oil is set for a sustained rebound. 

read more
Scott Botterman
Into Perspective

Italian Referendum

By, 11/30/2016
Ratings554.036364

In a year of political upheaval, Italy’s forthcoming referendum hardly rates.

read more
Pete Michel
Into Perspective

Should Bond Holders Expect Poor Long-Term Returns?

By, 11/11/2016

What fixed income investors should weigh when considering rising interest rates.

read more
Brad Rotolo
Reality Check

Energy Still Isn’t a Fit

By, 10/28/2016
Ratings573.973684

Searching for opportunities in the Energy sector still seems premature.

read more
Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast - Brexit and a European Update

By, 10/11/2016
Ratings193.657895

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Scott Botterman.

read more
Fisher Investments Editorial Staff
Into Perspective

MarketMinder Podcast - Emerging Markets Update

By, 10/11/2016

MarketMinder’s editorial staff sits down with Fisher Investments Capital Markets Analyst Austin Fraser.

read more
Scott Botterman
Into Perspective

Fear and Loathing and European Politics

By, 09/15/2016
Ratings284.035714

Investors needn’t fear recent political developments on the Continent. 

read more
Christo Barker
Debt

Four False Financials Fears

By, 03/28/2016
Ratings2214.28733

Financials are in better shape than most presume.

read more
Pete Michel
Into Perspective

Illusions of Bond ETF Illiquidity

By, 02/11/2016
Ratings304.65

Longstanding fears surrounding high-yield bond ETF liquidity are detached from the data.

read more
Timothy Schluter
Monetary Policy

The Bank of Neverland

By, 02/10/2016
Ratings494.32653

The Bank of Japan’s latest attempt at stimulus probably won’t do much.

read more
Timothy Schluter
Into Perspective

The Unexpected China Offset

By, 12/22/2015
Ratings1414.212766

Slowing Chinese economic growth is being offset by an ignored-but-accelerating eurozone.

read more
Chase Arneson
Into Perspective

Prescription Drug Price Politics and Pharmaceuticals/Biotech Stocks

By, 09/25/2015
Ratings774.220779

Capping prescription drug prices would be a negative for the industry, but even if the idea became legislation, it isn’t likely to pass through the political gauntlet.

read more
Pete Michel
Into Perspective

Why Bond Market Liquidity Fears Don’t Hold Much Water

By, 09/22/2015
Ratings933.956989

Bond market liquidity is a hot topic, but fears seem overblown.

read more
Scott Botterman
Into Perspective

Greek Contagion Risk Is Minimal

By, 08/11/2015
Ratings274.703704

Seven charts show Greece’s problems are contained.

read more
Fisher Investments Editorial Staff
Reality Check

Quick Hit: ‘Corporate Profits Recession’ and Stocks—There Is No ‘There!’ There

By, 03/27/2015
Ratings364.069445

It isn’t unusual for corporate profits to occasionally show a negative blip in a bull market.

read more
Scott Botterman
Into Perspective

European Parliament Elections—Setting Expectations

By, 05/23/2014
Ratings513.362745

A peek at the ongoing European Parliamentary election.

read more
Christo Barker
Into Perspective

FATCA Follies

By, 03/28/2014
Ratings733.883562

2010’s Foreign Account Tax Compliance Act is being implemented. While it likely does affect Americans abroad, markets likely see little impact.

read more
Fisher Investments Research Staff
Into Perspective

Wholesale Skeptics

By, 12/10/2013
Ratings273.833333

A quick look at October inventory data may add valuable perspective to the debate over US GDP growth’s sustainability.

read more
Elisabeth Dellinger
Quantitative Easing

Happy Birthday, QE

By, 12/02/2013
Ratings654.007692

What has five years of quantitative easing accomplished?

read more
Akash Patel
Into Perspective

Heating Up—A Look at UK Housing

By, 11/27/2013
Ratings124.041667

UK housing has seen rapid price increases recently. But before calling a bubble, consider: Could one area be skewing the average?

read more
Fisher Investments Research Staff

MLPs and Your Portfolio

By, 11/26/2013
Ratings833.885542

As MLPs come further into the spotlight, many investors wonder what exactly they are and what they can do for portfolio returns.

read more
Elisabeth Dellinger
Reality Check

Inside Indian Taper Terror

By, 11/08/2013
Ratings244.354167

Did Fed rumors roil India’s currency markets?

read more
Brad Pyles

Why This Bull Market Has Room to Run

By, 10/31/2013
Ratings884.102273

Widening yield spreads are a good predictor this bull market likely has plenty more gas in the tank.

read more
Christo Barker
US Economy

Let’s Call It FARRP

By, 10/10/2013
Ratings93.777778

The Federal Reserve successfully tested its new liquidity facility—“FRFARRP”—but what does this mean moving forward?

read more
Austin Fraser
Into Perspective

Chinese Fundamentals: Likely Fine, Not Falling

By, 09/12/2013
Ratings133.576923

Investors may be pleasantly surprised by China’s improving economic data.

read more
Timothy Schluter
Into Perspective

The Definition of Surprise Power

By, 08/30/2013
Ratings353.771429

Because US involvement in Syria is being weighed publicly the world over, it is unlikely to carry enough shock or surprise power to materially affect stocks.

read more
Elisabeth Dellinger
US Economy

Chart Flash: US Petroleum Imports

By, 08/30/2013
Ratings154.933333

The shale boom in action!

read more
Scott Botterman
Into Perspective

German Election Preview

By, 08/26/2013

Four potential outcomes of Germany's elections next month.

read more
Austin Fraser

China Removes The Floor on Its Bank Lending Rate

By, 07/23/2013

A brief note on credit dymanics in China.

read more
Elisabeth Dellinger
Into Perspective

Will Emerging Markets Throw a Taper Tantrum?

By, 07/19/2013
Ratings34.333333

Evidence suggests Emerging Markets can hold up just fine once quantitative easing ends.

read more
Fisher Investments Research Staff
US Economy

June 2013 US Retail Sales Update

By, 07/16/2013

Recent retail sales data suggest regular volatility rather than economic weakness. 

read more
Scott Botterman
PIIGS

Portuguese Politicking

By, 07/03/2013

Inside Portugal’s ongoing political upheaval.

read more
Timothy Schluter
Into Perspective

May 2013 Japanese Trade Update

By, 06/27/2013

An increase in Japanese export values doesn’t mean Japan’s quantitative easing program (QE) is working.  

read more
Scott Botterman
Reality Check

Labor Reform—The Elixir for the Eurozone’s Woes?

By, 06/03/2013

Could France, Spain and Italy benefit from labor reforms as much as Germany did a decade ago?

read more
Scott Botterman
Into Perspective

What to Expect From Italy’s New Government

By, 05/01/2013

A look at Italy’s new government and its likely policy agenda.

read more
Erik Renaud
Reality Check

Slovenia: Ripe for Disappointment

By, 04/19/2013

A look at the challenges facing Slovenia, the latest hotspot in peripheral Europe.

read more
Timothy Schluter
Into Perspective

March 2013 Japanese Trade Update

By, 04/19/2013

Perhaps the weakened yen’s stimulative impact is pending, but there are few signs of it in March trade data.

read more
Timothy Schluter
Into Perspective

A Look at Japan’s Energy Reforms

By, 04/16/2013

Yen weakness and expensive energy imports may be the catalyst for energy market deregulation in Japan—an important step to regaining economic competitiveness.

read more
Scott Botterman
PIIGS

Italian Election Update—Coalition Talks Stall

By, 03/27/2013

Political progress is at a standstill in Italy as leaders have yet to reach a consensus on forming a coalition.

read more
Brad Pyles
Into Perspective

Deflating Chinese Housing Bubble Fears

By, 03/20/2013
Ratings33.666667

Chinese housing bubble fears have seemingly surfaced again. However, such fears fail to recognize the unique characteristics of the Chinese property market, make too-direct comparisons to US housing and underestimate the Communist government’s resolve to prevent a housing market bubble from bursting.

read more
Scott Botterman
PIIGS

Mechanics of an Italian Election

By, 02/22/2013

This weekend’s Italian election is garnering a great deal of media attention. Here’s a look at how the mechanics of Italy’s electoral system can play a big role in determining the outcome.

read more
Timothy Schluter
Into Perspective

Industry Watch: The Growing Diabetes Risk

By, 02/11/2013

Firms that can meet a growing global health risk are poised to benefit.

read more
Austin Fraser
Into Perspective

China’s 18th Party Congress

By, 11/09/2012

China’s power transition this week is an important event, but it’s unlikely to surprise markets or mean much in the way of change ahead.

read more
Timothy Schluter
Into Perspective

Japan: Can’t We All Just Get Along?

By, 10/30/2012

America isn’t the only nation that makes political hay over budgetary stalemates.

read more
Elisabeth Dellinger
Into Perspective

“Austerity,” Lending and the UK Economy

By, 10/22/2012
Ratings44.625

Spending cuts are often blamed for the UK’s recession, but data suggest regulatory uncertainty plays a much bigger role.

read more
Jarred Kriz
Into Perspective

Past Performance Is No Guarantee of Future Results

By, 10/17/2012

Investors’ would be well-served to focus on the future rather than drive by looking in the rear-view mirror.

read more
Lara Hoffmans and Todd Bliman
Into Perspective

Geopolitics and Markets - Israel and Iran

By, 09/27/2012

Putting concerns over Middle Eastern geopolitical tensions in context.

read more
Jarred Kriz
Reality Check

Volatility and Mind Tricks

By, 08/07/2012

Don’t let your short term memory impact your perception of volatility.

read more
Fisher Investments Research Staff
US Economy

A Closer Look at US Payrolls and Jobless Claims

By, 07/24/2012

Although unemployment improvements seem like they’ve been slow in coming, the broader trend shows ongoing employment growth.

read more
Pete Michel
Reality Check

A Closer Look at the Fiscal Cliff

By, 07/18/2012

Though oft-bemoaned in the media, the so-called fiscal cliff, when broken down, is likely a lot less worrisome than presented.

read more
Fisher Investments Research Staff
Reality Check

US ISM Manufacturing and Factory Orders

By, 07/03/2012

Reports of weak US manufacturing had some fearing an imminent slowdown—but other evidence argues against that outcome in the near future.

read more
Fisher Investments Research Staff
Into Perspective

A Maturing Bull Market Likely Favors Big Growth

By, 06/14/2012

The bull market looks likely to continue, but with changed leadership.

read more
Naj Srinivas
Into Perspective

US Durable Goods Orders Up Slightly

By, 05/25/2012

What do slowing durable goods orders mean for the US economy?

read more
Fisher Investments Research Staff
Reality Check

US Economic News—Existing Home Sales

By, 05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

read more
Fisher Investments Research Staff
Reality Check

US Economic News—Existing Home Sales

By, 05/22/2012

April existing home sales were slightly ahead of expectations, with prices rebounding strongly.

read more
Scott Botterman
PIIGS

Spanish Trials

By, 05/10/2012

Widespread fear Spain’s the next eurozone domino to fall is largely overwrought—as indicated by some overlooked positives.

read more
Michael Leong
Into Perspective

China’s Private Lending Steps Out of the Shadows

By, 05/02/2012

China’s incremental financial system reforms are small steps in the right direction, but there’s much further to go.

read more
Fisher Investments Research Staff
Reality Check

US Energy Update—Rig Count

By, 04/17/2012

 A look at recent developments in US oil and natural gas rig counts.

read more
Fisher Investments Research Staff
Into Perspective

A Closer Look at Financials

By, 04/03/2012

A brief look at Financials’ performance since the 2009 bear-market bottom and some considerations in forming forward-looking expectations.

read more
Philip Lee
Into Perspective

A Fresh Look at Mobile Computing

By, 03/28/2012

Smartphones and tablets aren’t the only way to participate in mobile computing opportunities.

read more
Pete Michel
Reality Check

Resource Nationalism

By, 03/27/2012

Investors in the mining industry should be aware of increased risk of resource nationalism in some nations.

read more
Fisher Investments Research Staff
Reality Check

Impact of Economic Growth Trends on Equity Returns over the Long Term

By, 02/13/2012

The relationship between economic growth rates and equity returns is not statistically significant in the long term.

read more
Michael Kelly
Into Perspective

A Discussion of Health Care Reform’s Impact on Health Care Stocks

By, 02/09/2012

Love or hate the Affordable Care Act, it may influence Health Care stocks less than you think.

read more
Timothy Schluter
Into Perspective

Elastic Health Care Demand?

By, 02/08/2012

In the past few years, it seems many patients deferred procedures as a result of economic hardship. Improving macroeconomic conditions should drive patient utilization rates higher.

read more
Luke Puetz
Into Perspective

Oil’s Next Act

By, 01/04/2012

Oil production has never been an easy exercise. But the increasing importance of deep water and shale production has introduced new challenges—and opportunities.

read more
Philip Lee
Into Perspective

In Emerging Markets, Don’t Forget Indonesia

By, 12/21/2011
Ratings31.833333

Is Indonesia an overlooked Tiger?

read more
Scott Botterman
PIIGS

In Depth: PIIGS Debt

By, 12/15/2011
Ratings34.833333

One way to sift through the volume of data on PIIGS debt is to look at debt due in 2012.

read more
Fisher Investments Research Staff
Reality Check

Six Indicators of Underappreciated Economic Strength

By, 12/13/2011

Heightened market volatility and ongoing uncertainty exemplifies a disconnect between sentiment and reality—a positive for stocks moving forward.

read more
Theodore Gilliland
Into Perspective

If Europe Faces Recession, Can the US Economy Still Continue to Grow?

By, 12/02/2011

Troubles in Europe have raised the question, “If Europe faces a recession, can the US economy still continue to grow?” Recent data suggest it can.

read more
Jarred Kriz
Into Perspective

Flash Update: October Japanese Data

By, 12/02/2011

Economic releases over the last few days showed broad improvements in Japan’s economy in October.

read more
Brad Pyles
Into Perspective

A Look at Iron Ore Prices

By, 11/18/2011

A look at what iron ore prices can tell us about the economy.

read more
Timothy Schluter
Into Perspective

Sector Flash: Pharmaceuticals

By, 11/16/2011

Looming patent expirations, legislative uncertainty and disappointing R&D results have long weighed on Pharmaceuticals stocks. But while those fears help explain the past, focusing on them exclusively can blind your view of the future.

read more
Jarred Kriz
Into Perspective

Japan Enters Trans-Pacific Partnership Conversations

By, 11/16/2011

Japan takes a step toward joining the Pacific Rim free trade zone.  

read more
Fisher Investments Research Staff
Into Perspective

US Manufacturing—Alive and Well

By, 10/27/2011

Here’s a graphical illustration of the fact US manufacturing is far from dead.

read more
Fisher Investments Research Staff
Into Perspective

US GDP Growth Accelerates in Q3

By, 10/27/2011

US Q3 GDP growth accelerated in Q3, contradicting dour economic sentiment.

read more
Fisher Investments Research Staff
Into Perspective

US Economic Update

By, 10/17/2011

A smattering of August and September data demonstrates fears of a US recession immediately ahead are likely overdone.

read more
Jarred Kriz
Into Perspective

Research Flash: European Bank Funding Markets

By, 09/26/2011

For several months, many have said European banks are having issues with US dollar-based funding. And to an extent, they’ve been right, but that’s not the whole story.

read more
Brad Pyles
Into Perspective

Don’t Be Tempted By India

By, 09/19/2011

India’s a temptress (capital markets-wise). Don’t be seduced—at least not for the balance of 2011.

read more
Fisher Investments Research Staff
Into Perspective

Research Flash: An Employment Snapshot

By, 09/08/2011

New reports from the BLS suggest today’s net job creation is on pace with past recoveries.

read more
Jarred Kriz
Into Perspective

A Discussion on Consumer Credit Trends

By, 08/23/2011

The US consumer is in better shape than many believe.

read more
Fisher Investments Research Staff
Into Perspective

How Will the Election Year Impact Your Portfolio?

By, 08/11/2011
Ratings542.166667

Many investors miss a powerful pattern tied to a regular phenomenon: US presidential terms.

read more
Brad Pyles
Into Perspective

Country Flash: Tension in Turkey

By, 08/10/2011

A look at the political changes Turkish stocks are contending with.

read more
Brad Pyles
Into Perspective

China’s Election Cycle - Planning for 2012

By, 08/04/2011

Over half way through 2011, China looks unlikely to outperform the MSCI Emerging Markets Index. However, 2012 may be a different story.

read more
Fisher Investments Research Staff
Into Perspective

US Q2 2011 GDP and a Word on Revisions

By, 07/29/2011

The US Bureau of Economic Analysis announced its first estimate of US Q2 2011 GDP Friday and its revisions to prior data.

read more
Theodore Gilliland
Debt

A Global Overview of AAA-Rated Sovereign Debt Securities

By, 07/27/2011

As headlines debating the likelihood of a US debt downgrade mount, it’s worth examining whether a downgrade would materially impact demand for US Treasurys.

read more
Timothy Schluter
Into Perspective

Weighing Two Drivers for Pharmaceutical Stocks

By, 07/22/2011

Weighing two important drivers for Pharmaceutical stocks shows one widely known negative and one widely underappreciated positive.

read more
Brad Pyles
Into Perspective

Fisher Investments Research: Why You Should Be Thankful China’s Currency Isn’t Rising

By, 07/07/2011

Many decry China’s yuan as artificially undervalued—but China’s currency rising radically would pose far more problems than it would solve.

read more
Fisher Investments Research Staff
Into Perspective

US Q1 2011 GDP – A Depiction in Four Charts

By, 06/24/2011

The third estimate of US Q1 2011 GDP was released Friday. Here are four of many possible looks at the data.

read more
Ryan Schuman
Into Perspective

International Air Traffic and the Commercial Aerospace Industry

By, 06/24/2011

Increasing globalization provides a potential tailwind for the commercial aerospace industry.

read more
Jarred Kriz
Debt

Greek Exposure in the US Banking System

By, 06/17/2011

Scaled properly, the US banking system's direct exposure to Greek debt is far smaller than some fear.

read more
Brad Pyles
Into Perspective

China: Bank Bailout Rumor

By, 06/08/2011

A recent report suggests China may recapitalize its banking system. While the report is unverified, it also wouldn’t be an unprecedented act.

read more
Fisher Investments Research Staff
Into Perspective

Preliminary Q1 Eurozone GDP Beats Estimates

By, 05/13/2011

The preliminary reading of Q1 eurozone GDP released Friday beat estimates.

read more
Theodore Gilliland
Into Perspective

Oil Prices and the US Economy

By, 05/05/2011

Three charts help put rising oil prices into economic perspective.

read more
Theodore Gilliland
Into Perspective

Unconventional Drilling Techniques’ Impact on Energy Markets

By, 04/19/2011

The combination of two technologies and an old resource has created a US natural gas production boom.

read more
Theodore Gilliland
Into Perspective

Libyan Oil Disruption Duration

By, 04/08/2011

History provides some context for expectations regarding the duration of Libyan oil production’s interruption.

read more
Fisher Investments Research Staff
Into Perspective

Research Flash—US Inflation

By, 03/25/2011

With recent concern about increasing US inflation levels, it’s worth taking a closer look at the actual recent data to determine whether the concern is warranted at present.

read more
Austin Fraser
Into Perspective

Commentary on the WTI – Brent Differential

By, 03/11/2011

An unprecedented phenomenon is currently afoot in the Energy sector—the price differential between West Texas Intermediate (WTI) and Brent crude oil hit an all-time discount. Here's a look at what's driving this gap.

read more
Jarred Kriz
Into Perspective

Sector Flash: Financials—US Bank Health Continues Improving

By, 03/08/2011
Ratings43.625

Banks are much healthier than they were just a few years ago and shouldn’t pose a serious threat to economic growth moving forward.

read more
Brad Pyles
Into Perspective

A Q&A on China's (Semi-) Command Economy

By, 03/03/2011

China isn’t likely to sacrifice growth in the name of inflation fighting. Here’s why.

read more
Akash Patel
Into Perspective

The Eurozone in Perspective

By, 12/29/2010

The recent highly publicized struggles of the euro notwithstanding, a euro collapse remains unlikely in the next two years.

read more
Theodore Gilliland
Quantitative Easing

Q&A on QE2

By, 12/06/2010

QE2 is fueling rancorous debate over the policy's prudence. But what's heated rhetoric and what's reasonable analysis?

read more
Akash Patel
PIIGS

PIIGS Yields Up, Maybe Permanently

By, 11/18/2010

PIIGS yields are currently elevated on renewed sovereign debt fears, but proposed restructuring legislation could lead to permanently higher yields.

read more
Theodore Gilliland
Monetary Policy

Does the Decline in M3 Signal Imminent Economic Peril?

By, 06/04/2010

Some folks think steeply dropping M3 is sign of economic trouble, but facts tell a different story.

read more
Akash Patel
Debt

European Debt Issues

By, 05/20/2010

Debt problems in the European periphery have some investors worried, but fears don't seem to match fundamentals.

read more

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