Checking in on the Consumer

June 30, 2016 | Active Management

The U.S. consumer is widely known to be the major contributor to domestic economic activity. In fact, the American consumer’s share of the U.S. economy (over 68%) ranks among the highest in the world.

U.S. Labor Market Monitor

December 15, 2015 | Domestic Markets

As the Fed announces December 16 whether a hike in interest rates at this stage of the economic cycle is appropriate, a major consideration of policy officials will be the current state of U.S. labor markets. For an in-depth perspective into the various indicators we monitor to assess the health of labor market activity, we offer our updated chartbook, the United States Labor Market Monitor.

The U.S. Manufacturing Renaissance: Weathering the Storm

November 23, 2015 | Domestic Markets

We first explored the U.S. manufacturing renaissance in 2012, when our perspective was that a resurgence of domestic manufacturing activity would be a silver lining—not a silver bullet—for U.S. economic growth. This assessment has proved to be correct over the past three years, and we believe that the trend is likely to continue going forward.

U.S. Labor Market Overview

April 22, 2015 | Domestic Markets

The employment situation is vastly improved from its Great Recession nadir, and the headline unemployment figure suggests the labor market is at equilibrium. For this reason, taking a detailed pulse of the condition of the United States labor market is warranted at this juncture.

Country in Focus: United States

December 31, 2014 | Domestic Markets

The economic and market outlook for the United States is a major ongoing focus of Vantage. However, this month we thought it would be worthwhile to evaluate the environmental profile of the US using the Country in Focus framework that we apply to other nations around the world.

Revisiting the Case for Slow Growth in the United States

November 18, 2014 | Domestic Markets

The U.S. Dollar has rallied sharply since July, particularly relative to the Euro and Yen, igniting a debate as to whether the pace of U.S. economic growth will slow from here. Today, uncertainty seems to be returning, both in the U.S. and globally...

Three Dimensions of Risk and Returns for U.S. Equities

November 18, 2014 | Domestic Markets

October marked the sixth anniversary of the investment bank, Lehman Brothers, filing for bankruptcy. This action consequentially sent the world’s capital markets into unprecedented turmoil. The ultimate bottom in the United States stock market...