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Library » June 2017 Perspective

June 06, 2017 | Market Commentary

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.

Markets & Economy » Monthly Market Update - November

November 03, 2016 | Market Commentary

  Research Communication Strategist Tom Patterson discusses our economic outlook for November 2016, including a discussion on the U.S. election, a hard Brexit, consumer spending, Brazil, and more. Read our November Perspective for a more thorough summary of the current market …

Library » November 2016 Perspective

November 03, 2016 | Market Commentary

The advance estimate of U.S. real GDP growth for the third quarter came in at a 2.9% annual rate, up from the second quarter’s 1.4% growth. While this was the best reading in two years, the details of the report suggest that the U.S. economy remains on a path of slow growth.

Library » September 2016 Perspective

September 09, 2016 | Market Commentary

The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary drivers of the adjusted figure.

Markets & Economy » Rousseff is Ousted by the Brazilian Senate

September 07, 2016 | Market Commentary

On August 31, the Brazilian Senate voted to remove Dilma Rousseff as president following her impeachment trial. Interim President Michel Temer, who was Rousseff’s vice president, will now finish out her second term, which runs through the end of 2018. The outcome of the vote was not a surprise, …

Markets & Economy » The Economic Impact of the Olympics

September 01, 2016 | Market Commentary

Countries that host the Olympic Games invest billions of dollars hoping to see a boom in their economy, from increased tourism spending and infrastructure updates. Some countries flourish and see a return on their investment from hosting the Olympics, while others pile on debt that can take …

Library » Second Quarter 2016 International Perspective

July 13, 2016 | International Markets

Quarterly Market Review Compared to the market gyrations at the outset of 2016, global financial markets were relatively sanguine for most of the second quarter. April and May saw a continuation of risk-on sentiment, and global equity markets followed a measure of economic surprises in some of …


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