March 23, 2017
Webinar: Economic Expectations vs. Economic Reality
In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.
March 07, 2017
Monthly Outlook - March
How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.
March 07, 2017
March 2017 Perspective
Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...
March 03, 2017
Research Note - March 2017
Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date.
March 02, 2017
Stocks Surge and Uncertainty Looms Following President Trump’s Address
In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent...
February 08, 2017
Monthly Outlook - February
Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.
February 03, 2017
February 2017 Perspective
U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.
January 09, 2017
January 2017 Perspective
In December, Federal Open Market Committee (FOMC) members voted unanimously to raise the federal funds target rate by 25 basis points from a range of 0.25–0.50% to 0.50–0.75%. Following the December 2015 rate hike, this was only the second time the FOMC raised rates in over a decade, an indication of the slow pace at which the U.S. economy has been recovering.