KEY TAKEAWAYS This economic expansion is now one of the longest on record. Trade tensions have threatened growth, but economic data still appear sound. If the trade dispute continues, the Fed could be forced to intervene. Click here to download a PDF of this report....
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United States also proposed new...
KEY TAKEAWAYS Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019. While we expect rates to end the year solidly above current levels, until we get some good news on the trade front, rates are likely to remain stubbornly low. If...
KEY TAKEAWAYS The 10-year Treasury yield has declined at a rapid pace. Economic fundamentals still look sound, even as yields send cautious signals. Investors around the world have rushed into Treasuries for income, safety, and liquidity. Click here to download a PDF...
KEY TAKEAWAYS Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely This economic cycle is about to turn 10 years old, but we see reasons it can continue. We take a look at market breadth and stock...
KEY TAKEAWAYS Our Five Forecasters collectively point to economic growth ahead. Leading indicators are still rising, but the pace has slowed recently. Yield curve inversion looks manageable given positive signs from other indicators. Click here to download a PDF of...
