Why would we write a report about recession with the S&P 500 at record highs? Consider it a check-up. Just because you feel good doesn’t mean you skip your annual physical at the doctor…
Consumer spending has powered the U.S. economy this year as businesses curb investments, waiting for trade and geopolitical uncertainty to fade.
The S&P 500 Index reached a fresh new high October 28, eclipsing the previous high of 3,025 set July 26, 2019…
The stock market has been hovering near record highs despite an assortment of economic and geopolitical risks…
The stock market has started October on a bumpy path. Many global issues remain unresolved, but seasonal forces, sound fundamentals, and breakthroughs on the trade…
Corporate America is unlikely to deliver much, if any, earnings growth in the third quarter. However, we think better days lie ahead…
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…
Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago…
There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives…