Markets & Economy

Perspective on what’s trending in the markets and
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A top down view of global economic trends


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Featured Topic: Market Commentary


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.