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October 12, 2017 | Market Commentary
The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations.
Audience
All AudiencesMay 05, 2017 | Market Commentary
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.
Audience
All AudiencesMarch 07, 2017 | Market Commentary
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 …
Audience
All AudiencesFebruary 03, 2017 | Market Commentary
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%.
Audience
All AudiencesOctober 12, 2016 | Investment Themes
In the years following the global financial crisis, the American consumer was faced with a particularly challenging economic environment. The unemployment rate climbed from just under 4.5% in 2007 to 10% only two years later as millions of workers suddenly found themselves out of a job. The …
Audience
All AudiencesOctober 06, 2016 | Market Commentary
Slow growth and volatility have been the status quo for the past several years. Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss potential threats to this status quo, why investors should avoid overreacting to near-term noise, and …
Audience
Financial AdvisorsJune 30, 2016 | Market Commentary
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. Though the consumer and the labor market have been fragile during much of this recovery, …
November 29, 2013 | Market Commentary
Since the earliest days of the current recovery, we have been making the case for a slow/below-trend economic growth rate for the U.S. economy. We reasoned that the growth rate would be necessarily slow as the consumer would need years to recover from the post-housing bubble hangover. …
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