With the top two positions at the Federal Reserve soon to be open, Russ discusses how the easy money era goes back a long way.
Russ explores why both risky assets and traditional safe havens have performed well this year, and whether that can continue.
Value stocks have largely sat out the broader market rallies this year. Russ explains why, and what could spark a return to investor favor.
Russ discusses the trend behind the surprising gold rally this year, and why the political drama in D.C. means it may continue.
Whatever happened to the increase in interest rates that was supposed to occur? Russ explains.
Russ discusses an enigma: Stocks continue to climb higher and volatility is at all-time lows while disarray reigns in Washington.
High yield is not responding to the fall in oil prices like it’s 2016. Russ talks why the pain point is lower today than 18 months ago.
Russ explains why investors should pay more attention to the stock-bond correlation coefficient and understand its impact on investment portfolios.
Should soft commodity prices portend slowing growth and concern investors?
Russ discusses why momentum, which has thrashed value this year, could struggle in the second half.