Cresset Insights

Thought Leadership from Barron’s and Forbes Top Advisors¹

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Interest rates are merely normalizing but geopolitical risk is real

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Smart Money Index is a Concern

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Stocks remain undervalued, though not a table-pounding buy

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Credit Conditions and Risk Taking

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Underneath the Headlines, the Market has gotten Cheap

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1Q earnings will put the stock market back in proper perspective

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Macro Strategy Chartbook April 2018

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Powell’s desire to normalize rates not fully priced into equities

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Subdued Inflation is Music to Powell’s Ears

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ECB Policy Shift

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Trump’s tariff threat likely a tactic for NAFTA renegotiation

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Macro Strategy Chartbook March 2018

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Equities: US market won’t be back to “normal” until 10yr Treasury hits 4%

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The Cresset Macroscope

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What’s Keeping Investors Awake at Night

The Anatomy of a Downdraft