Search
Filter by type
November 06, 2017 | Market Commentary
The U.S. Economy In recent months, we have discussed the emergence of a synchronized global expansion unfolding across most economic regions. Though the expansion is not expected to be a sharp move, it has the potential to impact the U.S. economy and has thus far contributed to a modest …
August 08, 2017 | Market Commentary
After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.
July 20, 2017 | International Markets
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
July 06, 2017 | Market Commentary
Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.
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.
May 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.
April 05, 2017 | Market Commentary
Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.
March 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 …
March 03, 2017 | Market Commentary
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. This also holds …
December 22, 2016 | Market Commentary
The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …
Loading...