Global Growth Spurt

Global Growth Spurt

  The global economy is still running strong. That’s the message from our two indicators on display this week. The first indicator, shown above, compares global stock market performance (top clip) to the 3-month change in the Global Composite PMI (bottom clip)....
The Death of Total Return

The Death of Total Return

Over the past few years, we’ve witnessed a significant shift in the bond market with total return strategies losing their luster. David Nelson is here to elaborate on what is driving this change and if there is anything investors should do to adapt their approach when investing.

Economists vs Normal People

Economists vs Normal People

If you were to ask a random person on the street their thoughts on inflation, they’d likely say, “It’s ridiculously high right now.” But ask that same question to an economist, and you’d probably get a different answer. They’d say something like, “It’s come down...