Today we are going to talk about what happened last week: including our thoughts on the US FOMC meeting and press release, the latest economic developments in the US, Canada and around the globe and what the potential ramifications are for portfolio management and our fixed income, and equity models.
We will also highlight our thoughts on what bond markets are telling us now after some gyrations over the course of the week, what we expect to see coming up in next week's news and economic data and what it all means.
We will tell you if anything has changed in our thinking on equity markets and what is driving our thought process.
All of this and a little bit more and you can pick up the recorded version at or about 5pm at
Scott Tomenson,CIM Managing Partner, Chief Investment Strategist