MACRO OUTLOOK The “Goldilocks” economic environment of 2017 puts us in an interesting position today. The risks that threaten to upend this strength only increase the longer this dynamic lasts.…
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CREDIT MARKET OUTLOOK The fuel of asset inflation and economic expansion since 2009 has been access to and availability of cheap capital. Therefore, having a finger on the pulse of…
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In the second part of our outlook on the Tax Cuts and Jobs Act (TCJA), we looked at changes to corporate interest deductibility. The bill puts a 30% cap on…
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Both the House and the Senate versions of the Tax Cuts and Jobs Act (TCJA) included a 20% proposed corporate tax rate. Recently that number was adjusted to 21%, as…
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By Mark Okada | February 29, 2016 With the volume and speed with which information is exchanged, it has become increasingly challenging to sort through the data available and determine what…
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By James Dondero | February 16, 2016 While stocks finished last week in the red the broad market averages closed strongly, which suggests the bulls may have wrestled the ball back…
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