February 11, 2019 We believe it is now confirmed that the business cycle is definitely…
Saul A. Padilla2019-02-11
January 7, 2019 Usually, we do not write daily market posts. Sometimes, not even weekly,…
Saul A. Padilla2019-01-07
January 4, 2019 Did the selloff take us by surprise? Not really. We’ve been talking…
Saul A. Padilla2019-01-04
December 5, 2018 Yesterday I decided to follow the Wall Street selloff while watching financial…
Saul A. Padilla2018-12-06
November 20, 2018 Let us start with the conclusion: Conclusion: There is no change in…
Saul A. Padilla2018-11-20
November 2, 2018 In my recollection, the 10 year TSY yield is a very effective…
Saul A. Padilla2018-11-02
October 30, 2018 During our last market update, we touched on what we believe to…
Saul A. Padilla2018-10-30
October 9, 2018 In our last market commentary, we discussed the longer-term risk for the…
Saul A. Padilla2018-10-09
September 17, 2018 I concluded my last market comment by saying: Although global growth and…
Saul A. Padilla2018-09-17
