/ Small Caps on July 24, 2014

Small Caps in Focus Following Fed Comments

In conjunction with Janet Yellen’s testimony before Congress on July 15, the Federal Reserve produced a “Monetary Policy Report” that provides an update on monetary policy, economic conditions and financial markets.

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/ Currency, Fixed Income, Fixed Income, Currency & Alternative, Interest Rate Strategies on July 23, 2014

Long Commodities, Short Contango via Commodity Currencies

On the back of a resurgence in Chinese economic data and rising geopolitical risk in Eastern Europe and the Middle East, increases in global commodity prices have reinvigorated investor interest in allocating to commodity-based investment strategies.

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/ Fixed Income, Fixed Income, Currency & Alternative, Japan on July 22, 2014

Cause and Effect: Bank of Japan Becomes Government’s Largest Lender

Although central banks often use their holdings of government debt to affect monetary policy, the meteoric rise in the expansion of the BOJ’s balance sheet is unprecedented. With the BOJ continuing to signal its willingness to aggressively stimulate the economy, we highlight here what we believe are the most significant implications of these policies.

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