We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.

FTN Financial Economic Weekly

Between China and US, One-Third of the World Is Tightening

US consumers and the Chinese government are the two biggest determinants of global growth. When US consumption collapsed in the wake of the housing crisis in 2008-09, it almost brought the entire global economy and financial system down. When financial market reforms brought China to the edge of a hard landing in 2015, it ended a 10-year commodity bull market, pulled global equities down 25% and sent a wave of recessions through emerging markets. In both instances, there were significant repercussions in fixed income, including wider spreads and a flight-to-quality rally in Treasuries.

Read More

FTN Financial experts also provide commentary on the following: