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Featured Topic: Market Commentary


June 09, 2017

Theresa May Loses Parliamentary Majority

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

June 06, 2017

Monthly Outlook - June

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

June 06, 2017

June 2017 Perspective

Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.

June 01, 2017

Campaign Promises and Political Reality

President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its importance to the economy, however, the manufacturing industry is no longer the major employer it once was.

May 24, 2017

Rising Investor Sentiment May Mean Little for the Economy

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

May 10, 2017

Country In Focus: France

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

May 05, 2017

Monthly Outlook - May

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

May 05, 2017

May 2017 Perspective

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.