The Macro View

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Performance Snapshot: TICKER SECTOR Jan-20 IEF TREASURIES 3.47% LQD CORPORATES 2.45% AGG BARCLAYS AGG 2.03% MUB MUNICIPALS 1.66% HYG HIGH YIELD -0.47% Sector Summary: US Treasuries: Treasury bonds kicked off 2020 with a strong rally in prices as global uncertainty escalated from dormant levels. Significant headline risk caused a volatile month for stocks, leading investors to… Read more »


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Performance Snapshot: TICKER SECTOR Dec-19 YTD 2019 LQD CORPORATES 0.53% 17.37% HYG HIGH YIELD 1.91% 14.09% AGG BARCLAYS AGG -0.05% 8.46% IEF TREASURIES -0.93% 8.03% MUB MUNICIPALS 0.26% 7.06% Sector Summary: US Treasuries: The downtrend in Treasury bond prices continued into December as global equities and risk assets rallied strongly into the close of 2019. Treasury… Read more »


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  Earlier this year I had the privilege to meet with lawmakers on Capitol Hill to provide industry feedback on the implications of the Setting Every Community Up for Retirement Enhancement Act (aka the SECURE Act).   As expected the SECURE Act was included in the spending bill that Congress passed on December 19th.   The spending… Read more »


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  On December 19, 2019, Congress approved an appropriations package that will fund the government through the 2020 election. The bill now sits on the President’s desk where it is expected to be signed into law. Included as part of the package was the Setting Every Community Up for Retirement Enhancement Act (SECURE). I had… Read more »