STOCKS REBOUND AMID MIXED ECONOMIC SIGNALS U.S. economy sent mixed signals amid uncertainty.Fourth quarter gross domestic product (GDP) rose 2.2% from the prior quarter on an annualized basis,below the initial 2.6% reading reported on February 28.GDP grew 2.9% overall...
KEY TAKEAWAYS Signs of slowing global growth have fueled worries of tepid domestic inflation. Consumer price growth has softened, but producer price and wage growth remain solid. We expect consumer price inflation to pick up as global headwinds subside. Click here to...
KEY TAKEAWAYS We look at what’s priced into stocks following year-to-date strength to help gauge potential impact of surprises and disappointments. When we look at what’s not priced in, we see several possible surprises that could propel the stock market to new highs....
ECONOMY MIXED ECONOMIC SIGNALS CONTINUE IN MARCH U.S. economic data were mixed in March, although leading indicators signaled low odds of a recession in the coming year [Figure 1]. The Conference Board’s Leading Economic Index, an aggregate of ten leading indicators,...
KEY TAKEAWAYS The U.S. economy has suffered from seasonal first-quarter weakness recently. Seasons change, and growth typically rebounds as the year progresses Leading indicators in jobs, manufacturing, and markets suggest economic acceleration. Click here to download...
