QUICK TAKE: INTEREST DEDUCTIBILITY CHANGES IN THE TCJA
January 2018
INVESTMENT INSIGHTS
2018
2018 Macro Outlook
MACRO OUTLOOK The “Goldilocks” economic environment of 2017 puts us…
2018 Credit Outlook
CREDIT MARKET OUTLOOK The fuel of asset inflation and economic…
Quick Take: Interest Deductibility Changes in the TCJA
In the second part of our outlook on the Tax…
2017
Quick Take: Corporate Tax Rate in the TCJA
Both the House and the Senate versions of the Tax…
2016
What to look for in February PMI data
By Mark Okada | February 29, 2016 With the volume and…
A Tradable Bounce for US Equities?
By James Dondero | February 16, 2016 While stocks finished last…
2015
Credit Still Matters…
By James Dondero | December 14, 2015 Last week demonstrated a tone of “risk off”...
Can High Yield Bonds Bolster U.S. Equities?
By Jim Dondero | October 19, 2015 Stocks had another decent week and continued their...
A Possible Short-Term Bottom for Stocks, However Credit Continues to Loom
By James Dondero | October 2, 2015 Stocks finally had a good week, as both the...
The Fed Stands Pat
By James Dondero | September 21, 2015 Markets were quite volatile last week, with stocks reacting...
Markets Await Federal Reserve Decision
By Jim Dondero | September 14, 2015 US stocks finally had a quiet week, ahead of...
Bottoming is a “Process,” not an “Event”
By James Dondero | September 08, 2015 US stocks finished the week lower, unable to build...
Testing… Testing
By Jim Dondero | August 31, 2015 US Stocks had another extremely volatile week, and August...
Once again… Credit was right!
By James Dondero | August 24, 2015 US Stocks had a very rough week, suffering their...
Will Credit Lead Equities?
By Jim Dondero | August 17, 2015 Stocks were up nicely last week, with the broad...
Where the Rubber Meets the Road!
By James Dondero | August 7, 2015 US stocks finished in the red last week, being...
Are US Market Internals Cause for Concern?
By Jim Dondero | August 3, 2015 US stocks moved slightly higher last week but still...
The People’s Republic, US Earnings Reports and Commodity Concerns
By James Dondero | July 27, 2015 Chinese markets continued to dominate the news last...
Is the Tape Getting Bullish?
By Jim Dondero | July 20, 2015 Stocks were smartly higher last week with both...
Don’t Lose Sight of China amidst the Current Greek Drama
By James Dondero | July 13, 2015 The drama in Greece continued to dominate headlines...
Headlines Move Markets
By James Dondero | July 1, 2015 Markets around the world are again becoming dominated...
Equities Looking for a Breakout
By James Dondero | June 19, 2015 Commodities remain weak, with several sub-sectors verging on...
Will Interest Rates Rise?
By Jim Dondero | June 12, 2015 Last week the US dollar continued to range...
The Weakness in Bonds Continues
By James Dondero | June 5, 2015 The big news last week was the continued...
A Theme of Deflation
By James Dondero | May 26, 2015 The theme of deflation reasserted itself last week, with...
Testing… Testing…
By Jim Dondero | May 20, 2015 Markets continue to back and fill this week, with...
Crude Sets a Meaningful Bottom
By James Dondero | May 15, 2015 For the week, the dollar looks to be consolidating...
Brake Lights Ahead?
By Jim Dondero | May 4, 2015 Stocks again struggled to make headway last week, with...
Possible Breakouts at Hand!
By James Dondero | April 23, 2015 Among the bigger developments this week has been the...
Pullback in the DAX = Possible Buying Opportunity
By Jim Dondero | April 16, 2015 Crude oil has been quite strong this week, and...
U.S. Equities Address a Strong Dollar while Overseas Markets Strengthen
By James Dondero | April 10, 2015 While all has been quiet with the US Dollar...
As Yields Move Lower, MLPs May Offer an Attractive Return
By Jim Dondero | April 02, 2015 The US Dollar was again slightly lower on the...
The Uptrend in US Stocks Looks Sustainable
By James Dondero | March 05, 2015 The big story last week is that the US...
Headed for a test?
By Jim Dondero | March 05, 2015 The US dollar again moved higher last week, strength...
Market Commentary by James Dondero
Confirmation on the Breakout. By James Dondero | February 26, 2015 Stocks remain strong, with...
Oil Searches for a Bottom, Utilities Offer a Possible Upside and Overseas Markets Test Key Support
By James Dondero | January 9, 2015 While concerns around deflation continue to dominate market...
Media Contacts
Lucy Bannon
(972) 419-6272
lbannon@highlandcapital.com
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Hedged Equity Opportunities
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